Private Client Trust Advisor II - Wealth Strategy & Growth

TD Bank Group; Mount Laurel Township, Northern (NJ, KY); Hybrid; USD 91,000 - 146,000; Full time

Job summary

TD Bank Group in Mount Laurel, NJ, seeks a PCS Trust Advisor II to administer trusts, estates, and related accounts while building strong client relationships and guiding financial planning and tax considerations. The role calls for strategic cross-sell within a growing book of business.

Applicants should have a Bachelor's degree or equivalent experience, strong communication skills, and a track record in trust services or financial planning.

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below 5+ years of related experience.
• Proven sales ability, including successfully attracting new clients.
• Excellent communication skills, both written and verbal.
• Completion of a recognized trust school program preferred prior to employment.

Responsibilities

• Administers and retains assigned accounts, including trusts and estates; develops financial plans and strategies.
• Explains terms of governing documents and advises clients on banking needs, estate planning, gifting and tax matters.
• Meets with clients regularly to review proposals and assist with plan implementation and portfolio management.
• Develops and maintains relationships, coordinates with internal teams, and identifies cross-sell opportunities within client portfolios.

Skills

Excellent communication

Attention to detail

Strong execution

Critical thinking

Education

Bachelor's degree

Job description

TD Bank Group in Mount Laurel, NJ, seeks a PCS Trust Advisor II to administer trusts, estates, and related accounts while building strong client relationships and guiding financial planning and tax considerations. The role calls for strategic cross-sell within a growing book of business.

Applicants should have a Bachelor's degree or equivalent experience, strong communication skills, and a track record in trust services or financial planning.