TD Bank Wealth Strategist (New Jersey) in Marlton, New Jersey
Wealth Strategist (New Jersey)
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 over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us . Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBankUS and www.twitter.com/TDNewsUS .
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 .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
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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.
- Must be eligible for employment under regulatory standards applicable to the position.
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)
Ensures appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TD
Must be eligible for employment under regulatory standards applicable to the position
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.
255 Nassau St, 336 Route 70 East
TD Bank AMCB
Job Category - Primary:
Wealth Advisory Services
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.