Senior Private Trust Advisor - Wealth Strategy & Client Growth

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

Job summary

TD Bank is seeking a Senior Trust Advisor within Private Client Services in Philadelphia to manage high-net-worth relationships, develop financial plans, and guide clients on estate planning and tax matters. You will work with cross-functional teams to meet revenue goals and deliver comprehensive solutions.

The role emphasizes relationship management, strategic planning, and collaboration with Investment and Tax professionals to support complex client needs and portfolio management.

Qualifications

• Bachelor’s degree or progressive work experience in a related field.
• Financial or professional designations required.
• Strong sales ability with client focus.
• Excellent communication skills, both written and verbal.

Responsibilities

• Administer and retain assigned accounts, including trusts, estates, and agency relationships.
• Develop financial strategies and plans aligned with client goals.
• Explain documents, advise on banking, estate planning, gifting and tax matters.
• Meet clients regularly to review proposals and implement plans.
• Coordinate with internal teams for plan execution and cross-sell opportunities.

Skills

Sales ability

Interpersonal skills

Communication skills

Education

Bachelor’s degree or equivalent experience

CTFA or other designation preferred

Job description

TD Bank is seeking a Senior Trust Advisor within Private Client Services in Philadelphia to manage high-net-worth relationships, develop financial plans, and guide clients on estate planning and tax matters. You will work with cross-functional teams to meet revenue goals and deliver comprehensive solutions.

The role emphasizes relationship management, strategic planning, and collaboration with Investment and Tax professionals to support complex client needs and portfolio management.