Wealth Strategist: High Net Worth Estate & Business Planning

TD Bank • Boston, MA

14d • $124,280 - $186,160 • Onsite

About The Position

The Wealth Strategist develops and delivers financial, trust, and estate planning services, and identifies opportunities to introduce and onboard clients for trustee appointments and estate settlement services. The role also supports the broader TD Wealth team in delivering investment management, lending, and banking products and services aligned with TD Wealth Management’s goals for an integrated offering and a superior client experience.

The position makes planning and advice central to client relationships. It works with clients, prospects, relationship managers, trust and estate settlement teams, and outside advisors to understand needs, develop customized solutions, coordinate implementation, and support business development and revenue generation. The role also creates planning tools and educational content, delivers seminars and training, and represents TD Wealth in community and industry settings.

The position is based in Boston, Massachusetts, with a stated 40-hour schedule and occasional domestic travel. It is subject to applicable FINRA and securities-law requirements, including eligibility and background verification requirements. The posted base salary range is $124,280–$186,160 USD.

Requirements

• Bachelor’s degree required.
• 10+ years of related industry experience preferred.
• Professional legal and/or accounting designation required.
• Investment and insurance industry experience.
• Proven ability to manage work in a collaborative environment.
• Strong relationship-building skills.
• Strong communication, presentation, time-management, and organizational skills.
• Strong written and oral communication skills and comfort presenting in person and digitally to large audiences.
• Computer literacy, including Word, PowerPoint, and Excel.
• Ability and willingness to travel.
• Must be eligible for employment under regulatory standards applicable to the position, including FINRA requirements where applicable.
• Satisfactory criminal background, credit report, civil litigation, and regulatory or self-regulatory organization enforcement-action checks are required, along with applicant statements or certifications concerning relevant findings.

Nice To Haves

• Financial planning designation (CFP®) preferred.
• Juris Doctor degree preferred.
• Series 7 and Series 63 plus Series 65 or Series 66 preferred.
• Experience with NaviPlan, MoneyGuidePro, or similar financial planning software preferred.

Responsibilities

• Participate in client and prospect meetings with TD Wealth team members to identify needs and develop customized solutions.
• Communicate clearly with clients, outside advisors, and team members.
• Coach and support TD Wealth team members who construct and present financial and retirement plans.
• Guide clients in developing trust and estate planning strategies and coordinate implementation, including meetings with accountants, attorneys, and other advisors.
• Respond to general financial planning inquiries, including retirement, tax, and estate planning questions, received through personal and digital communications.
• Support relationship managers in business development, identifying opportunities, and generating revenue from investment management and lending engagements.
• Partner with trust and estate settlement groups to identify and onboard clients for those services.
• Partner with relationship managers to identify, introduce, and follow up on opportunities for complementary TD business and solutions.
• Meet assigned goals for meetings, planning, ancillary activities, asset growth, and revenue generation from investment management, lending, banking, and trust and estate services.
• Keep current on retirement, trust, and estate planning rules, strategies, and proposed developments, and contribute to the Wealth Strategist team’s knowledge base.
• Develop and update retirement, trust, and estate planning tools and content, including articles and presentations.
• Develop and deliver financial, trust, and estate planning seminars and education for TD Wealth clients and staff across Private Client Group and Mass Affluent segments.
• Represent TD Wealth in community organizations, industry events and seminars, and relevant publications.
• Provide advisory, planning, product, and training support to TD Wealth Management staff.
• Maintain appropriate service levels, maximize role profitability, minimize costs, and manage the business to avoid financial losses and reputational damage.
• Travel domestically occasionally.
• Perform the physical and cognitive requirements listed in the posting, including continuous sedentary work, multitasking, operating standard office equipment, concentration, and reading, writing, and comprehending instructions.

Benefits

• Base salary and variable compensation or incentive awards, potentially including cash and/or equity awards through an incentive plan.
• 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, training, mentoring, and an online learning platform.
• Reward and recognition programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior