Senior Trust Advisor, Private Wealth & Estates

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

Job summary

TD Bank, N.A. is seeking a Senior Trust Advisor to administer and retain client accounts including trusts and estates. You will build strong client relationships, develop financial strategies, and manage plan implementations while meeting sales goals through referrals and network expansion.

The role requires deep knowledge of wills, estate planning, and tax considerations, with opportunities for internal advancement and leadership within TD Wealth.

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below.
• Comprehensive knowledge and in-depth understanding of wills, estate, trust and investments required.
• Financial or professional designations preferred (CTFA).

Responsibilities

• Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships.
• Develops comprehensive financial strategies and plans for clients.
• Meets with clients regularly to review proposals and assist with plan implementation.

Skills

Sales experience

Networking/referrals

Communication skills

Interpersonal skills

Relationship management

Supervisory experience

Financial planning

Estate/trust knowledge

Education

Bachelor's degree

CTFA

Job description

TD Bank, N.A. is seeking a Senior Trust Advisor to administer and retain client accounts including trusts and estates. You will build strong client relationships, develop financial strategies, and manage plan implementations while meeting sales goals through referrals and network expansion.

The role requires deep knowledge of wills, estate planning, and tax considerations, with opportunities for internal advancement and leadership within TD Wealth.