Wealth Strategist

## Wealth Strategist:
High Net Worth Estate & Business Planning Postulerremote type:
Sur place locations:
Boston, Massachusetts time type:
Temps pleinposted on:
Publié il y a 11 jour(s) time left to apply:
Date de fin : 2 juin 2026 (Il reste 13 jours pour postuler) job requisition :
R 1456829
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* Work Location:

** Boston, Massachusetts, États-Unis d'Amérique
*
* Hours:

** 40
* * Pay Details:**$124,280 - $186,160 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  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:
** Gestion de patrimoine TD
*
* 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)
*…