Financial Advisor Manager - Philly​/South Jersey​/Delaware Valley Area

Financial Advisor Manager – Philly / South Jersey / Delaware Valley Area

Location: Marlton, New Jersey, United States of America
Hours: 40 per week
Pay Range: $115,440 – $173,160 USD

Line of Business: TD Wealth

The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives include hiring, onboarding, coaching and supervising daily activities and performance of FAs in an assigned market/territory.

• Recruit, hire, train, coach and mentor Financial Advisors.
• Oversee suitability, product knowledge and platform use of FAs.
• Manage partnership activity with retail and other partners and drive referral initiatives.
• Facilitate planning and distribution of mass‑affluent products, managed solutions, insurance and high‑net‑worth brokerage referrals.
• Implement plans and programs that expand client acquisition and deepen relationships.
• Ensure compliance with regulatory guidelines for mass‑affluent and TDPCW offerings.
• Coach FAs to increase product and referral productivity.
• Align store coverage with wealth and retail leadership to optimize territory.
• Develop relationships with internal and external partners to provide training and sales ideas.
• Serve as product and platform expert for the team.
• Execute marketing programs and sales training initiatives.
• Assess performance of FAs and provide insights into market share and competition.
• Launch lead generation campaigns with business development.
• Participate in community and business development activities.
• Produce financial plans and achieve sales, assets and revenue goals.
• Monitor expenditures, prepare monthly financial statements and reports.
• Lead staffing pipelines and retention efforts.
• Travel extensively within territory (approx. 75%).

• Bachelor’s degree or equivalent experience.
• 7–10+ years of related experience.
• Required licenses:
  Life/Health, Series 65, 7 and 24.
• Excellent communication, managerial and project‑management skills.
• Proven sales and leadership experience.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with complex financial, statistical and budgetary analyses, preferably in banking.
• Valid driver’s license.

Continuous domestic travel, occasional international travel; sedentary work; occasional lifting of < 25 lb; continuous concentration, reading, writing and basic math.

TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration without regard to any protected characteristic.