Wealth Strategist High Net Worth Estate & Business Planning

Work Location:

Boston Massachusetts United States of America

Hours:

40

Pay Details:

$124280 - $186160 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 candidates 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 clients 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:

• Bachelors 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 Firms 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 applicants Form U4 with the CRD and before representing on the applicants Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicants Form U4; and the Firms obligation to verify the accuracy and completeness of the information contained on the applicants 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:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• 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 Occasional
• Moving 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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package

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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

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 . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.