Sr. Trust Advisor

TD Bank

Boston, Massachusetts, United States of America
Base: $124,280 - $186,160 usd; bonus/equity: not s...
Administer trusts and estates
Develop comprehensive financial strategies
Advise on estate planning and tax matters
The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships

Job Summary

  • The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships.
  • Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Matching Summary

The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships.

Salary

Base: $124,280 - $186,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Administer trusts and estates
  • Develop comprehensive financial strategies
  • Advise on estate planning and tax matters
  • Achieve assigned sales goals
  • Manage book of business

Nice-to-have

  • Remarkably human and refreshingly simple
  • Foster deeper relationships
  • Disciplined execution
  • Client experience leader

Key Requirements

  • 7+ Years of related experience
  • Bachelor's degree or progressive work experience
  • Comprehensive knowledge of wills, estate, trust and investments
  • Financial or professional designations required
  • Supervisory experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter