Wealth Strategist at TD Bank

Work Location:Boston Massachusetts United States of AmericaHours:40Pay Details:$119600 - $178880 USDTD 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 WealthJob 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 WealthParticipates in client and prospect meetings with TD Wealth team members to identify client needs and generate customized solutions to those needsCommunicates clearly and succinctly with clients outside advisors and team membersProvides coaching and support to TD Wealth team members responsible for the construction and presentation of financial and retirement plans to clients and prospectsProvides 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 advisorsResponds to and provides support for general planning (e.g. retirement tax estate planning other) inquiries received through personal and digital communicationsProvides support for TD Wealth relationship managers efforts in business development opportunity identification and revenue generation from investment management and lending engagementsPartners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate settlement servicesPartners with TD Wealth relationship managers to identify introduce and follow up on opportunities for complementary TD business and solutionsMeets 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 teamDevelops 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 publicationsProvides 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 TDMust be eligible for employment under regulatory standards applicable to the positionEducation & Experience:Bachelors degree required10 years related industry experience preferredProfessional legal and/or accounting designation requiredFinancial planning designation (CFP ) preferredJuris Doctor degree preferredSeries 7 Series 63 65 or 66 preferredInvestment and insurance industry experienceProven skill in managing work in a collaborative environmentExcellent relationship building skillsStrong communication presentation time management and organizational skillsExperience with Naviplan Money Guide Pro or similar financial planning software preferredComputer literacy (Word PowerPoint Excel etc.)Ability and willingness to travelStrong written and oral skills. Must feel comfortable presenting in person and digitally to large audiencesOCC 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 OccasionalInternational Travel NeverPerforming sedentary work ContinuousPerforming multiple tasks ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds OccasionalSitting ContinuousStanding OccasionalWalking OccasionalMoving safely in confined spaces OccasionalLifting/Carrying (under 25 lbs.) OccasionalLifting/Carrying (over 25 lbs.) NeverSquatting OccasionalBending OccasionalKneeling NeverCrawling NeverClimbing NeverReaching overhead NeverReaching forward OccasionalPushing NeverPulling NeverTwisting NeverConcentrating for long periods of time ContinuousApplying common sense to deal with problems involving standardized situations ContinuousReading writing and comprehending instructions ContinuousAdding subtracting multiplying and dividing ContinuousThe 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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.Our Total Rewards PackageOur 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 moreAdditional 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.Training & OnboardingWe 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.AccommodationTD 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. Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 119600 - 178880