Senior Private Client Trust Advisor

TD; Marlton (NJ); On-site; USD 91,000 - 146,000; Full time

Job summary

TD in Burlington, VT is seeking a PCS Trust Advisor II to administer and retain trusts, estates, personal retirement and agency relationships. You will build strong client relationships, develop comprehensive financial strategies, and advise on banking needs, estate planning, gifting, and taxes.

Requires a Bachelor's degree and 5+ years of related experience with wills, estate, trust and investments; strong sales ability and excellent communication skills are essential.

Qualifications

• Excellent communication skills, both written and verbal.
• Critical thinker with flexibility to provide solutions.
• Proven sales ability, including attracting new clients.

Responsibilities

• Administers and retains assigned trusts, estates, personal retirement and agency relationships.
• Develops comprehensive financial strategies and plans for clients.
• Meets with clients regularly to review proposals and implement plans.
• Participates in presentations to clients on tax and financial planning services.
• Monitors client accounts and coordinates with internal teams.

Education

Bachelor's degree

5+ Years of related experience

Job description

TD in Burlington, VT is seeking a PCS Trust Advisor II to administer and retain trusts, estates, personal retirement and agency relationships. You will build strong client relationships, develop comprehensive financial strategies, and advise on banking needs, estate planning, gifting, and taxes.

Requires a Bachelor's degree and 5+ years of related experience with wills, estate, trust and investments; strong sales ability and excellent communication skills are essential.