Senior Private Client Trust Advisor
TD Bank Group (TD)
TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement and agency relationships, and to develop comprehensive financial strategies for high-net-worth clients. You will explain governing documents, advise on banking needs and tax matters, and pursue sales goals through referrals, expanding client relationships, with focus on estate planning, real estate, charitable giving and portfolio management. #J-18808-Ljbffr TD Bank Group (TD)
Vacancy posted 1 day ago
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