TD Bank
PCS Senior Trust Advisor - Philadelphia, PA
$115K–$186K
Philadelphia, Pennsylvania +4 · On-site · Senior · Full-time · Posted Oct 12, 2026
- Location
- Philadelphia, Pennsylvania
New York, New York
Marlton, New Jersey
Burlington, Vermont
Boston, Massachusetts - Experience
- 7+ years of related experience; bachelor's degree or progressive work experience in addition to the experience requirement.
- Education
- Bachelor's degree or progressive work experience in addition to experience below.
About the job
Administers complex trust and related client accounts, develops financial and estate-planning strategies, and grows client relationships and business revenue.
What you'll do
- Manage trust, estate, retirement, and agency accounts; advise clients on governing documents, banking, estate planning, and tax matters.
- Develop and implement client financial plans, coordinating with investment, tax, legal, real estate, and asset-management contacts.
- Meet sales, referral, retention, and revenue goals; oversee and guide less experienced staff as assigned.
What they ask for
- 7+ years of related experience.
- Comprehensive knowledge of wills, estates, trusts, and investments.
- Financial or professional designations required.
- Strong sales ability, including demonstrated success attracting new clients.
Nice to have
- Supervisory experience.
- Completion of a recognized trust school program before employment; Certified Trust and Fiduciary Advisor (CTFA).
Pay
$115,440 - $186,160 USD (base salary)
Model-written summary · the original posting is authoritative