Wealth Strategist Wealth Strategist …

TD Bank Group
in Boston, MA, United States
Permanent, Full time
Be the first to apply
TD Bank Group
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Wealth Strategist
Company Overview

About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com .

Job Description

The Wealth Strategist focuses on developing, delivering and supporting an array of products and services that align with the strategic objectives of TD Wealth Management, which is to deliver a superior client experience and integrated Wealth Management offerings.


Provides advisory, planning, product, and training support to the Private Client Services (Private Banking, Private Trust, Private Investment Counsel) group within the TD Wealth Management organization
Provides general wealth planning support with an emphasis on developing comprehensive written wealth plans to clients and prospective clients of the Private Client Services Group
Assists relationship managers in business development, opportunity spotting and revenue generation
Participates in client meetings with advisors to identify client needs and solutions
Prepares detailed written wealth plans in a timely manner
Involved in spotting, anchoring, introducing and following up on opportunities for complimentary businesses and solutions
Provides direction and coordinates the implementation of wealth planning strategies, including meeting with clients professional advisors
Tracks and reports on a regular basis, the outcome of wealth plans delivered and new business generated
Responds to general wealth planning (i.e. tax, estate planning) information support received through phone, fax, and email
Initiates, develops, and updates general wealth planning tools and content (e.g. articles, presentations, calculators, etc.)
Develops and delivers general wealth planning training, seminars and education to TD Wealth Management clients and staff
Keeps abreast of wealth planning developments and help increase the overall wealth planning knowledge level of the Wealth Planning Support Team
Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG
  • Must be eligible for employment under regulatory standards applicable to the position.

  • Qualifications

    Bachelor's degree required
    Professional legal and/or accounting designation required
    Financial planning designation (CFP) preferred
    Series 7, Series 63 + 65 or 66
    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 financial planning software
    Computer literacy (Word, PowerPoint, Excel, etc.)
    Ability and willingness to travel




    At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

    If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

    EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.