Financial Advisor Manager - Philadelphia, PA

About the role

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

Responsibilities

• Hiring, on-boarding, and managing a team of Financial Advisors
• Recruiting, training, coaching, and mentoring Financial Advisors
• Ensuring compliance with regulatory guidelines for Mass Affluent and TDPCW offerings
• Increasing Mass Affluent product sales productivity and referral productivity through active coaching and collaboration with Retail Bank leadership
• Implementing plans and programs to create opportunities for team and partners to acquire new clients and deepen business with existing clients
• Leading implementation of marketing programs and assessing the performance of Financial Advisors within the assigned region/territory
• Supporting business development activities and launching campaigns to enhance the profile as an expert in Mass Affluent sales within the assigned market
• Providing leadership and retaining a highly competent, customer service-oriented team of Financial Advisors
• Managing expenditures, preparing financial statements, and overseeing administrative reports

Requirements

Education & Experience:

• Bachelor’s degree or equivalent experience
• 7 - 10+ years related experience

Licenses or Registrations:

• Life/Health, Series 65, 7 and 24

Skills:

• Excellent communication skills
• Proven managerial skills
• Previous sales/leadership experience
• Demonstrated attention to detail and effective project management skills
• Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
• Demonstrated experience performing complex financial, statistical, and budgetary analyses, preferably in the banking industry

Physical Requirements:

• Performing sedentary work
• Moving safely in confined spaces
• Sitting, standing, walking, reaching overhead, reaching forward, pushing, pulling, squatting, bending, kneeling, crawling, climbing, twisting, concentrating for long periods of time, applying common sense to deal with problems involving standardized situations, reading, writing and comprehending instructions, adding, subtracting, multiplying and dividing