Senior Private Client Trust Advisor

TD Bank Group (TD); Boston (MA); On-site; USD 115,000 - 186,000; Full time

Job summary

TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement and agency relationships, and to develop comprehensive financial strategies for high-net-worth clients.

You will explain governing documents, advise on banking needs and tax matters, and pursue sales goals through referrals, expanding client relationships, with focus on estate planning, real estate, charitable giving and portfolio management.

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below.
• 7+ Years of related experience.
• Comprehensive knowledge and in-depth understanding of wills, estate, trust and investments required.
• Financial or professional designations required.
• Ability to formulate complete financial plans for major clients.
• Strong sales ability, including proven experience successfully attracting new clients.
• Strong execution skills and action oriented.
• Strong interpersonal and relationship management skills required.

Responsibilities

• Administers most complex and larger accounts and maintains client relationship.
• Develops business plans and expands client relationships.
• Meets with clients regularly to review proposals and discuss goals.
• Advises clients on banking needs, estate planning, gifting and tax matters.

Skills

Strong sales ability

Relationship management

Interpersonal skills

Communication skills

Education

Bachelor's degree or progressive work experience

7+ Years of related experience

Certified Trust and Fiduciary Advisor (CTFA)

Job description

TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement and agency relationships, and to develop comprehensive financial strategies for high-net-worth clients.

You will explain governing documents, advise on banking needs and tax matters, and pursue sales goals through referrals, expanding client relationships, with focus on estate planning, real estate, charitable giving and portfolio management.