Pcs Trust Advisor Ii - Burlington, Vt

TD Bank

Burlington, Vermont, United States of America
Base: $91,000 - $145,600 usd; bonus/equity: eligib...
Trust and estate administration experience
Financial strategy development skills
Client relationship management
The role involves administering complex trust, estate, and retirement accounts while developing comprehensive financial strategies for clients

Job Summary

  • The role involves administering complex trust, estate, and retirement accounts while developing comprehensive financial strategies for clients.
  • Candidates must achieve assigned sales goals by expanding current relationships and obtaining referrals from both internal and external networks.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role involves administering complex trust, estate, and retirement accounts while developing comprehensive financial strategies for clients.

Salary

Base: $91,000 - $145,600 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Trust and estate administration experience
  • Financial strategy development skills
  • Client relationship management
  • Sales goal achievement capability
  • Knowledge of wills and governing documents

Nice-to-have

  • Strong communication and critical thinking
  • Ability to think out of the box
  • Experience with internal networking
  • Proven ability to attract new clients
  • Attention to detail in complex matters

Key Requirements

  • Bachelor's degree or progressive work experience
  • 5+ years of related experience
  • Thorough knowledge of wills, estate, trust and investments
  • Financial professional designation preferred
  • Completion of recognized trust school program preferred

Work Rights

Not specified

Tailored Resume

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