TD Bank
PCS Trust Advisor II - Mount Laurel, NJ
$91K–$146K
Mount Laurel, New Jersey +4 · On-site · Full-time · Posted Oct 16, 2026
- Location
- Mount Laurel, New Jersey
New York, New York
Philadelphia, Pennsylvania
Marlton, New Jersey
Burlington, Vermont - Experience
- 5+ 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, estate, retirement, and agency accounts while advising clients on financial planning and growing client relationships and revenue.
What you'll do
- Manage assigned accounts, review governing documents, and advise clients on estate planning, banking, gifting, and tax matters.
- Develop and implement financial plans, coordinate with internal and external specialists, and monitor accounts.
- Meet sales, referral, retention, and revenue goals by expanding client relationships and developing new business.
What they ask for
- 5+ years of related experience.
- Thorough knowledge of wills, estate, trust and investments.
- Proven sales ability, including successfully attracting new clients.
- Strong communication, execution, attention to detail, and critical-thinking skills.
Nice to have
- Financial professional designation; Certified Trust and Fiduciary Advisor (CTFA).
- Completion of a recognized trust school program preferred prior to employment.
Pay
$91,000 - $145,600 USD (base salary)
Model-written summary · the original posting is authoritative