Private Client Trust Advisor II – Estate Planning

TD Bank, N.A.; Mount Laurel Township (NJ); Vor Ort; USD 91.000 - 146.000; Vollzeit

Zusammenfassung

TD Bank, N.A. in Mount Laurel, New Jersey, is seeking a Private Client Services Trust Advisor II to administer and deepen relationships across trusts, estates, and agency accounts. You will develop comprehensive financial strategies, explain governing documents, and guide clients on banking needs, gifting, and tax matters.

The role focuses on achieving sales goals, expanding client networks, and coordinating with internal teams to deliver sophisticated estate and tax planning services.

Qualifikationen

• Bachelor's degree or progressive work experience in addition to experience below.
• Thorough knowledge of wills, estate, trust and investments required.
• Financial professional designation preferred.
• Proven sales ability, including successfully attracting new clients.
• Attention to detail.
• Excellent communication skills, both written and verbal.
• Critical thinker with flexibility and ability to think out of the box to provide solutions.
• Completion of a recognized trust school program preferred prior to employment.

Aufgaben

• Administers and retains assigned trusts, estates, personal retirement and agency relationships.
• Develops financial strategies and plans to meet client goals.
• Explains terms of governing documents and advises on banking needs, estate planning, gifting, and tax matters.
• Meets sales goals by developing internal and external networks and referrals.
• Maintains regular client contact and coordinates with internal teams for service.
• Reviews accounts and assists with portfolio management, estate and tax planning.

Kenntnisse

Attention to detail

Excellent communication skills

Critical thinker

Sales ability

Relationship building

Ausbildung

Bachelor's degree

Financial designation preferred

Jobbeschreibung

TD Bank, N.A. in Mount Laurel, New Jersey, is seeking a Private Client Services Trust Advisor II to administer and deepen relationships across trusts, estates, and agency accounts. You will develop comprehensive financial strategies, explain governing documents, and guide clients on banking needs, gifting, and tax matters.

The role focuses on achieving sales goals, expanding client networks, and coordinating with internal teams to deliver sophisticated estate and tax planning services.