Trust Advisor II

PCS Trust Advisor II managing trusts and estates at TD, developing financial strategies and achieving sales goals. Building relationships and ensuring proper account administration.

Posted 7/24/2026full-timeBurlington • Vermont • 🇺🇸 United StatesMid-LevelSenior💰 $91,000 - $145,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial strategy development, client relationship management, and comprehensive knowledge of estate, trust, and investment planning. Proven ability to achieve sales goals and effectively communicate complex financial information to diverse audiences.

Highest-signal resume keywords

Financial Strategy DevelopmentClient Relationship ManagementWills, Estate, Trust, And Investments KnowledgeProven Sales AbilityExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAccount AdministrationTax PlanningInvestment ManagementSales StrategyProblem ResolutionCritical Thinking

Soft Skills

Attention To DetailAction OrientedFlexibility

Certifications & Qualifications

Financial Professional Designation

Industry Keywords

TrustsEstatesRetirement AccountsClient PresentationsAsset Management

About the role

Key responsibilities & impact

Administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships
Establishes and maintains strong business relationships with clients to determine their financial goals and objectives and develops comprehensive financial strategies and plans
Achieves assigned sales goals by developing internal and external networks, obtaining referrals from clients, and expanding and deepening current relationships
Participates in presentations to individual and institutional clients to provide information on a variety of tax and financial planning services
Monitors clients' accounts, resolving problems and communicating with internal and external contacts for real estate, legal, tax and asset management

Requirements

What you’ll need

Bachelor's degree or progressive work experience
5+ Years of related experience
Thorough knowledge of wills, estate, trust and investments
Financial professional designation preferred
Proven sales ability, including successfully attracting new clients
Attention to detail
Strong execution skills and action oriented
Excellent communication skills, both written and verbal
Critical thinker with flexibility and ability to think out of the box

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition