Elite Wealth Strategist – Estate & Business Planning

TD; Boston (MA); On-site; USD 124,000 - 186,000; Full time

Job summary

TD Wealth in Boston seeks a Wealth Strategist to develop and deliver financial, trust and estate planning services. You will onboard clients for trustee appointments and coordinate with TD Wealth teams on investments, lending and banking solutions.

You will guide clients, present strategies, and coach colleagues while staying current on retirement and tax planning rules. Travel may be required.

Qualifications

• Bachelor's degree required.
• 10+ years related experience preferred.
• Legal and/or accounting designation required.
• CFP designation preferred.
• Juris Doctor degree preferred.
• Series 7/63+65 or 66 preferred.
• Investment and insurance industry experience.
• Strong relationship-building and communication skills.
• Travel ability required.
• Experience with Naviplan or Money Guide Pro is a plus.

Responsibilities

• Develop and deliver financial, trust and estate planning services.
• Identify opportunities to onboard clients for trustee appointments.
• Support TD Wealth team with investment, lending and banking solutions.
• Lead client meetings and present tailored strategies.
• Coach TD Wealth staff on planning and presentations.
• Coordinate with accountants and attorneys on estate planning.
• Respond to inquiries on retirement, tax, and estate planning.
• Assist business development and revenue generation activities.
• Partner with related TD Wealth teams to identify cross-sell opportunities.
• Meet goals around meetings, planning and asset growth.

Skills

Client meetings

Financial planning

Communication

Relationship building

Public speaking

Team collaboration

Education

Bachelor's degree

CFP designation

Juris Doctor

Series 7/63/65/66

Tools

Naviplan

Money Guide Pro

Job description

TD Wealth in Boston seeks a Wealth Strategist to develop and deliver financial, trust and estate planning services. You will onboard clients for trustee appointments and coordinate with TD Wealth teams on investments, lending and banking solutions.

You will guide clients, present strategies, and coach colleagues while staying current on retirement and tax planning rules. Travel may be required.