Senior Trust Advisor, Private Wealth

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

Job summary

TD Wealth in Philadelphia seeks a Senior Trust Advisor to administer and retain trusts, estates, and agency relationships. You will determine clients' financial goals and develop comprehensive financial strategies and plans, while explaining governing documents and advising on banking needs, estate planning, gifting and tax matters.

You will strive to meet sales goals, expand networks, and deepen relationships, coordinating with Investment, Tax and Private Trust teams to deliver integrated

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.
• Supervisory experience preferred.
• Excellent communication skills, both written and verbal.
• Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs.
• Completion of a recognized trust school program preferred prior to employment.

Responsibilities

• Administers and retains assigned accounts including trusts, estates and agency relationships.
• Develops comprehensive financial strategies and plans based on 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 expanding client relationships.
• Mentors and guides less experienced staff as assigned.
• Coordinates with Investment, Tax and Private Trust teams to ensure client satisfaction and proper service.

Skills

Relationship management

Sales ability

Interpersonal skills

Communication skills

Leadership

Supervisory experience

Education

Bachelor's degree

CTFA designation

Job description

TD Wealth in Philadelphia seeks a Senior Trust Advisor to administer and retain trusts, estates, and agency relationships. You will determine clients' financial goals and develop comprehensive financial strategies and plans, while explaining governing documents and advising on banking needs, estate planning, gifting and tax matters.

You will strive to meet sales goals, expand networks, and deepen relationships, coordinating with Investment, Tax and Private Trust teams to deliver integrated