Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mass Affluent Financial Advisor Team Lead

TD

TD Bank in Marlton, New Jersey is seeking a Financial Advisor Manager to lead a team of Financial Advisors. You will hire, onboard, train, coach, and supervise day-to-day activities, ensuring regulatory compliance and sales effectiveness across Mass Affluent and brokerage referrals. This role requires 7–10+ years of related experience, FINRA licenses (Series 65, 7, 24, Life/Health), and strong leadership, communication, and analytical skills. #J-18808-Ljbffr TD

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Mass Affluent Financial Advisor Team Lead in Marlton, NJ vacancy
  • PNC in Mount Laurel, NJ is seeking a Premier Client Banker within Wealth Management to grow Mass Affluent relationships. The role focuses on equity in client acquisition, onboarding and servicing, leveraging bank products and ecosystem partners to deepen wallet share. The... 
    Suggested
    Work at office

    Fairygodboss

    Mount Laurel, NJ
    3 days ago
  • $115.44k - $173.16k

     ...Job Description: The Financial Advisor Manager (FAM) is responsible...  ...the direct management of a team of Financial Advisors. Key objectives...  ...and the distribution of Mass Affluent products including annuities...  ...related project coordination. Leads implementation of marketing... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Marlton, NJ
    4 days ago
  • $115.44k - $173.16k

     ...0 USD. Job Description The Financial Advisor Manager (FAM) is responsible...  ...the direct management of a team of Financial Advisors. Key objectives...  ...guidelines. The manager leads partnership activities with...  ...and the distribution of Mass Affluent products, high‑net‑worth and... 
    Suggested
    Work at office
    Local area
    Flexible hours

    TD

    Marlton, NJ
    4 days ago
  • A leading financial services firm in Marlton is seeking an experienced financial professional to manage an existing clientele. Candidates...  ...packages including retirement benefits. Join us for a confidential conversation about your future. #J-18808-Ljbffr Prudential Advisors
    Suggested

    Prudential Advisors

    Marlton, NJ
    20 hours ago
  • $115.44k - $173.16k

    TD Bank is seeking a Financial Advisor Manager based in Marlton, New Jersey. This role involves direct management of Financial Advisors, hiring, and ensuring compliance in a regulatory environment. The ideal candidate will have a Bachelor's degree with 7-10+ years of related... 
    Suggested

    TD Bank

    Marlton, NJ
    4 days ago
  • BCG Attorney Search is seeking a Mass Tort Litigation Associate Attorney in Mount Laurel, NJ. The successful candidate will handle various litigation responsibilities, including drafting pleadings and managing discovery. This role offers opportunities for leadership in... 

    BCG Attorney Search

    Mount Laurel, NJ
    20 hours ago
  •  ...Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an  experienced Financial Advisor who is relationship-driven,...  ...retirement plans, operations, and client service teams • A team-oriented culture focused on... 

    Horace Mann

    Cherry Hill, NJ
    5 hours ago
  •  ...and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Cherry Hill, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension... 
    Full time
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Cherry Hill, NJ
    3 days ago
  •  ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed...  ...goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Voorhees, NJ
    1 day ago
  •  ...Financial Aid Advisor - Lincoln Tech - Moorestown, NJ campus Lincoln Tech in Moorestown, NJ is...  ...families, and corporate financial aid teams ~ Detail-oriented approach to data management...  ...Tech has been one of the nation's leading providers of career training in... 
    Full time
    Temporary work
    Immediate start

    Lincoln Technical Institute

    Moorestown, NJ
    5 days ago
  • Mutual of Omaha Financial Advisors in Evesham Township seeks motivated individuals for a consulting role. You'll work closely with managers to learn the business and help clients achieve their financial goals through a range of insurance and investment products. This position... 

    Mutual of Omaha Financial Advisors

    Marlton, NJ
    4 days ago
  • $65k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Voorhees, NJ
    5 days ago
  •  ...business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated...  ...practice. You'll be supported by a collaborative team, proven resources, and a culture focused on growth,... 
    Permanent employment

    Vista Wealth Solutions

    Marlton, NJ
    3 days ago
  • Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping...  ...clients to First Command, with the support of the local district team and Home Office. They engage directly with the military... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Mount Laurel, NJ
    4 days ago
  • A financial services firm is looking for a Financial Advisor in Mount Laurel, NJ. This role involves coaching military families on financial planning and wealth management. Candidates should have a Bachelor's degree and military experience is preferred. The company offers... 
    For contractors
    Flexible hours

    First Command Financial Services, Inc.

    Mount Laurel, NJ
    4 days ago
  •  ...starts here. Later, you may have a shot at leading your own team if you feel you have what it takes....  ...natural leadership ability. Our best advisors make an impact with their clients and...  ...'s terms and privacy policy apply. #J-18808-Ljbffr Mutual of Omaha Financial Advisors

    Mutual of Omaha Financial Advisors

    Marlton, NJ
    4 days ago
  • $48k - $100k

    Financial Advisor with Merrill Wealth Management. Key Responsibilities Deliver a full range of goals...  ...relationships with the management team and inform them of circumstances that require...  ...Proven ability to partner and promote lead generation. Experience balancing... 
    Shift work
    Day shift

    Bank of America

    Mount Laurel, NJ
    1 day ago
  • Corebridge Financial, Inc. is seeking a Financial Advisor in Mount Laurel, NJ to deliver personalized retirement and financial planning for clients and families. The role offers schedule flexibility to build a client-focused practice. You will meet with clients, leverage... 
    Remote job

    Corebridge Financial, Inc.

    Mount Laurel, NJ
    3 days ago
  • Job Description As an Insurance Based Financial Advisor with Mutual of Omaha your goal is to create, maintain, and protect the financial stability...  ...those who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those... 
    Full time
    Work at office
    Local area
    Worldwide

    Mutual of Omaha Financial Advisors

    Marlton, NJ
    4 days ago
  • Corebridge Financial is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families...  ...schedule and build your career on your terms, join our team. You will meet with existing and prospective clients,... 
    Remote job

    Corebridge Financial

    Mount Laurel, NJ
    4 days ago
  • Financial Sales Representative - Career Changer Opportunity at Northwestern Mutual You've...  ...long-term relationships, become a trusted advisor, and create a career with uncapped growth...  ...you'll be surrounded by a collaborative team invested in your growth. What We're Looking... 

    Northwestern Mutual

    Mount Laurel, NJ
    2 days ago
  • Vista Wealth Solutions in Marlton, NJ is seeking a Financial Advisor to help individuals, families, and business owners achieve their financial goals through personalized planning and strategic recommendations across investments, insurance, retirement, and wealth management... 
    Flexible hours

    Vista Wealth Solutions

    Marlton, NJ
    3 days ago
  • $75k - $137.5k

     ...quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards.Assists in the origination, financial analysis, negotiation and documentation of equipment finance products and services. Interacts with internal/external clients to gather... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cherry Hill, NJ
    1 day ago
  •  ...mission. Coach those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to... 
    For contractors
    Local area
    Flexible hours
    Shift work

    First Command Financial Services, Inc.

    Mount Laurel, NJ
    20 hours ago
  •  ...Wealth Partners is looking for an experienced financial professional in the Marlton area that is...  ...programs Access to 20 different types of lead programs The opportunity to create client...  ...sell The look and feel of an independent advisor with the benefits of being an employee. 3... 

    Prudential Advisors

    Marlton, NJ
    1 day ago
  • The Team Lead, Customer Resolutions will play a key role in the coaching and development of the Customer Resolutions Coordinators under...  ...as required. #WeAreOnItOnity Group Inc. is a leading non-bank financial services company providing mortgage servicing and originations... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Ocwen Financial

    Mount Laurel, NJ
    5 hours ago
  • $80k - $90k

    Role Summary As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals...  ...by Merrill Financial Advisor teams to build portfolio growth....  ...requirements Handle inbound inquiries from leads regarding Merrill offerings Position... 
    Immediate start
    Day shift

    Bank of America

    Mount Laurel, NJ
    1 day ago
  • Mutual of Omaha Financial Advisors is seeking an Insurance Based Financial Advisor in Evesham Township, NJ. This role focuses on developing client relationships and providing insurance and financial advice to ensure clients' financial stability. The position comes with... 

    Mutual of Omaha Financial Advisors

    Marlton, NJ
    4 days ago
  •  ...Team Leader Opportunity At CAVA At CAVA, we love what we do, and we try and make every day as fulfilling as the last. Our restaurants...  ...built on five core values: Generosity First, Always: We lead with kindness. Our best work happens when we act in service of others... 
    Local area
    Shift work

    CAVA

    Marlton, NJ
    5 days ago
  • $16 - $19 per hour

     ...Team Lead Share Apply Part-time $16.00 - 19.00 per hour The Team Lead is responsible for managing restaurant operations, in conjunction...  ...information tools to analyze restaurant operational and financial performance Identifies trends and implements action plans... 
    Hourly pay
    Part time
    Flexible hours

    Qdoba

    Marlton, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mass Affluent Financial Advisor Team Lead. Be the first to apply!