PCS Trust Advisor II - Burlington, VT
$91,000–$145,600 year
On-site · Burlington, Vermont, United States
Job Summary
Trust Advisor II in TD Private Client Services administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships; develops comprehensive financial strategies and plans, explains terms of governing documents, and advises on banking needs, estate planning, gifting, and tax matters. Drives sales through client referrals and internal/external networks, with potential focus on Real Estate or Probate. Manages a book of business, coordinates with internal teams, and mentors less experienced staff as needed. Requires strong communication, relationship-management, and analytical capabilities, plus knowledge of wills, estates, trusts, and investments; CTFA credential preferred. Bachelors degree (or progressive experience) and 5+ years of related experience required. Occasional domestic travel.
Required Qualifications
- Bachelor's degree or progressive work experience
- 5+ years of related experience
- Thorough knowledge of wills, estate, trust and investments required
- Financial professional designation preferred
Desired Qualifications
- Certified Trust and Fiduciary Advisor (CTFA)
- Bachelor's degree or progressive work experience in trust/estate/financial planning
- 5+ years of related experience
- Strong communication skills (written and verbal)
- Attention to detail
- Sales/revenue development experience including cross-selling and referrals
- Knowledge of wills, estate, trust and investments
- Ability to develop strategic financial plans and client relationships
- Willingness to travel domestically (occasional)
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