TD Bank
Wealth Strategist: High Net Worth Estate & Business Planning
$124K–$186K
Boston, Massachusetts · On-site · Full-time · Posted Oct 26, 2026
- Experience
- 10+ years related industry experience preferred.
- Education
- Bachelor's degree required; Juris Doctor degree preferred.
About the job
Develops and delivers financial, trust, and estate planning advice for high-net-worth clients, while coordinating related services and supporting broader wealth-management opportunities.
What you'll do
- Create customized planning solutions with clients and their advisors, and coordinate implementation of trust and estate strategies.
- Identify and support opportunities for trustee appointments, estate settlement, investment management, lending, and banking services.
- Coach colleagues and develop planning materials, training, and seminars for clients and staff.
What they ask for
- Bachelor's degree.
- Professional legal and/or accounting designation.
- Investment and insurance industry experience.
- Strong relationship-building, communication, presentation, time-management, and organizational skills.
Nice to have
- 10+ years related industry experience; CFP® designation; Juris Doctor degree; Series 7 and Series 63 + 65 or 66.
- Naviplan, Money Guide Pro, or similar financial planning software experience.
Pay
$124,280 - $186,160 USD (base salary)
Tools
Naviplan, Money Guide Pro, Word, PowerPoint, Excel, Series 7, Series 63, Series 65 or 66
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