Wealth Strategist: High Net Worth Estate & Business Planning

Work Location Boston, Massachusetts, United States of America Hours 40 Pay Details

$124,280 - $186,160 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement services. A second, but equally important role is to support the greater TD Wealth team in delivering an array of products and services (i.e., investment management, lending and banking) that are aligned with the strategic objectives of TD Wealth Management, which is to deliver a superior client experience and integrated Wealth Management offering. Depth & Scope Makes planning and delivery of advice central to majority of client relationships within TD Wealth Participates in client and prospect meetings with TD Wealth team members to identify client needs and generate customized solutions to those needs Communicates clearly and succinctly with clients, outside advisors and team members Provides coaching and support to TD Wealth team members responsible for the construction and presentation of financial and retirement plans to clients and prospects Provides guidance to clients in the development of trust and estate planning strategies and coordinates the implementation of agreed upon strategies, including meeting with client's accountants, attorneys and other advisors Responds to and provides support for general planning (e.g., retirement, tax, estate planning, other) inquiries received through personal and digital communications Provides support for TD Wealth relationship managers' efforts in business development, opportunity identification and revenue generation from investment management and lending engagements Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate settlement services Partners with TD Wealth relationship managers to identify, introduce and follow up on opportunities for complementary TD business and solutions Meets assigned goals around meetings, planning and ancillary activities as well as those associated with asset growth and revenue generation from investment management, lending, banking, trust/estate services, etc. Keeps abreast of retirement, trust and estate planning rules and strategies and proposed developments and contributes to continually increase the overall knowledge base of the Wealth Strategist team Develops and updates retirement, trust and estate planning tools and content (e.g., articles, presentations, etc.) Develops and delivers general financial, trust and estate planning training seminars and education to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments) Represents TD Wealth in community organizations, industry events/seminars and as an author in relevant publications Provides advisory, planning, product and training support to team members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments) Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TD Must be eligible for employment under regulatory standards applicable to the position Education & Experience Bachelor's degree required 10+ years related industry experience preferred Professional legal and/or accounting designation required Financial planning designation (CFP ™) preferred Juris Doctor degree preferred Series 7, Series 63 + 65 or 66 preferred Investment and insurance industry experience Proven skill in managing work in a collaborative environment Excellent relationship building skills Strong communication, presentation, time management and organizational skills Experience with Naviplan, Money Guide Pro, or similar financial planning software preferred Computer literacy (Word, PowerPoint, Excel, etc.) Ability and willingness to travel Strong written and oral skills. Must feel comfortable presenting in person and digitally to large audiences OCC Language This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – OccasionalMoving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous Benefits Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Accommodations (EEO Statement) TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr TD