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Wealth Strategist: High Net Worth Estate & Business Planning
TD BankBoston, MA
$124,280 - $186,160 USD
Posted Oct 22, 2026
What you’d do
Develop and deliver financial, trust, and estate planning services for high net worth clients. Support TD Wealth team by providing investment management, lending, and banking services aligned with strategic objectives. Full-time role in Boston. Found on the employer's careers page on Oct 22, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- Professional legal and/or accounting designation
- 10+ years related industry experience preferred
- Financial planning designation (CFP) preferred
- Series 7, Series 63 + 65 or 66 preferred
Our summary of the listing. The full listing has the details.