Budget Formulation Analyst providing expert guidance on budget formulation for Intelligence customer. Ensuring strategic alignment in budget execution and contributing to national programs.
About the role
- Financial Advisor Manager responsible for managing Financial Advisors and driving Mass Affluent sales at TD Wealth. Oversee hiring, training, and revenue generation in New York/New Jersey region.
Responsibilities
- Responsible for directly managing a team of Financial Advisors
- Hire, onboard, and supervise Financial Advisors in an assigned market/territory
- Recruit, train, coach, and mentor Financial Advisors
- Provide advice through planning and distribution of Mass Affluent products
- Create positive relationships with Partners to drive referral activities
- Increase Mass Affluent product sales productivity through coaching and planning
- Manage territory and align Store coverage to meet needs
- Develop strong relationships with Wealth and Retail partners
- Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals
- Participate in community and business development activities
- Monitor and manage expenditures and prepare financial reports.
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Required Licenses: Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry.
- Ability to travel within assigned Market; about 75% of time
- Driver’s License required.
Benefits
- Health insurance
- 401(k) matching
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition program.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Director of Operations Accounting overseeing all plant accounting functions, sales reporting, and financial performance tracking for Smithfield Foods. Ensuring compliance with accounting policies and procedures while driving operational efficiencies.
Finance Associate managing payments and financial transactions for FHI 360’s projects in DRC. Working closely with finance management to ensure compliance with procedures and regulations.
Vice President overseeing accounting operations, financial planning, and compliance at corporate accounting department. Leading budgeting, payroll management, and financial reporting in Los Angeles office.
Sales Director for financial services expanding HERE’s enterprise footprint across organizations. Driving customer engagement and establishing new business opportunities across verticals in the financial sector.
Senior Analyst managing strategic planning, governance, and executive presentations at Itaú Unibanco, involving complex project management and stakeholder engagement.
Analyst role supporting investment order openings and accounting closures for Comgás in Brazil's energy sector. Requires collaboration and detailed analysis of capitalized assets.
Controller supporting analytics and financial reporting in the Automotive division of HARMAN. Collaborating with cross - functional teams and implementing process improvements to enhance financial performance.
Financial Analyst for FP&A at VOKE, engaging in budgeting and financial modeling in São Paulo. Seeking collaborative individuals to tackle challenges in a dynamic environment.
Senior Financial Analyst (FP&A) for Unimed Nacional, managing financial studies and investment evaluations. Focused on cash flow projections and capital efficiency in a hybrid work environment.