Sr. Trust Advisor

TD Bank

Boston, Massachusetts, United States of America
Base: $124,280 - $186,160 usd annually; bonus/equi...
7+ years of related experience
Comprehensive knowledge of wills and trusts
Strong sales ability with proven client acquisition
The Senior Trust Advisor administers assigned accounts including trusts, estates, and personal retirement relationships while establishing strong business relationships with clients

Job Summary

  • The Senior Trust Advisor administers assigned accounts including trusts, estates, and personal retirement relationships while establishing strong business relationships with clients.
  • This role requires achieving a Level III Portfolio Revenue target of $1 million by developing internal and external networks and expanding current client relationships.
  • TD offers a Total Rewards package that includes base salary, variable compensation, health benefits, savings programs, and extensive career development opportunities.

Matching Summary

The Senior Trust Advisor administers assigned accounts including trusts, estates, and personal retirement relationships while establishing strong business relationships with clients.

Salary

Base: $124,280 - $186,160 USD annually; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • 7+ years of related experience
  • Comprehensive knowledge of wills and trusts
  • Strong sales ability with proven client acquisition
  • Ability to formulate complete financial plans
  • Experience managing complex trust accounts

Nice-to-have

  • Supervisory experience preferred
  • Completion of recognized trust school program
  • Financial or professional designations
  • Flexibility to think out of the box
  • Experience with real estate or probate specialties

Key Requirements

  • Bachelor's degree required
  • 7+ years of related experience
  • Financial or professional designations required
  • Trust school program completion preferred

Work Rights

Not specified

Tailored Resume

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