Wealth Strategist: High Net Worth Estate & Business Planning

TD

Boston, Massachusetts, United States of America
Base: $124,280 - $186,160 usd; bonus/equity: varia...
Bachelor's degree required
10+ years related industry experience
Professional legal or accounting designation
The role focuses on developing and delivering financial, trust, and estate planning services to high net worth clients

Job Summary

  • The role focuses on developing and delivering financial, trust, and estate planning services to high net worth clients.
  • Candidates must possess a professional legal or accounting designation along with 10+ years of relevant industry experience.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

The role focuses on developing and delivering financial, trust, and estate planning services to high net worth clients.

Salary

Base: $124,280 - $186,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • Bachelor's degree required
  • 10+ years related industry experience
  • Professional legal or accounting designation

Nice-to-have

  • CFP certification preferred
  • Juris Doctor degree preferred
  • Experience with Naviplan software

Key Requirements

  • Bachelor's degree required
  • 10+ years related industry experience
  • Professional legal or accounting designation
  • Series 7, 63, 65 or 66 licenses preferred
  • Eligible for FINRA employment standards

Work Rights

Must be eligible for employment under regulatory standards applicable to the position

Tailored Resume

Cover Letter