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Sr. Trust Advisor at TD Bank - ApplyBlast

Sr. Trust Advisor

TD Bank

5 months ago

Boston, Massachusetts

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Trust Advisor at TD Wealth manages complex client accounts, develops financial strategies, and provides advice on estate planning, tax matters, and other financial needs.

Responsibilities

Administers and retains assigned accounts, including trusts, estates, and personal retirement relationships
Develops comprehensive financial strategies and plans for clients
Advises clients on banking needs, estate planning, gifting, and tax matters
Achieves assigned sales goals through client relationships and referrals
Coordinates with internal personnel and provides guidance to less experienced staff

Skills

Qualifications

Bachelor's degree or progressive work experience7+ Years of related experienceComprehensive knowledge of wills, estate, trust, and investmentsFinancial or professional designationsCompletion of a recognized trust school program

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).