Edward Jones

Senior Trust Officer

Edward Jones • $100K — $120K *
Tempe, AZ 85281In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • CTFA, JD, or CFP certification required
  • 7+ years of trust and estate management or related legal or financial services experience required
  • Comprehensive knowledge of fiduciary principles and tax planning strategies
  • Advanced communication skills for conveying complex legal concepts effectively
  • Ability to informally lead and train team members
  • Strong analytical skills to interpret complex legal documents and regulatory standards

Responsibilities

  • Manage high-net-worth trust accounts according to governing instruments and fiduciary standards
  • Conduct deep asset discovery and analysis for trust management
  • Onboard new client relationships while enhancing existing ones
  • Interpret complex legal documents to mitigate regulatory risks
  • Collaborate with financial advisors to meet client needs
  • Educate clients and advisors on tax and estate planning concepts
  • Lead and participate in Governance Committees and business initiatives

Benefits

  • Comprehensive medical and prescription drug coverage
  • 401k retirement plan and tax-advantaged accounts
  • Short- and long-term disability insurance at no cost
  • Generous vacation policy with 15 days starting January 1
  • Paid volunteer day and ten paid holidays
  • Eligibility for bonuses and profit sharing
  • Employee Assistance Program for associates
Full Job Description
What You Will Do:
The Senior Trust Advisor is responsible for the management of trusts, estates and investment management accounts, including the most complex and high net worth accounts. They serve as the primary relationship manager for the accounts they manage and serve as an informal leader of the team. The responsibilities include:
  • Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards;
  • Deep discovery for asset identification, asset gathering and analysis
  • Onboarding new client and branch relationships; developing, strengthening, and retaining client/ beneficiary and branch team relationships
  • Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
  • Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience
  • Discussing and explaining complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors
  • Coordinating with other members of the Client Team, including other Trust Company associates, branch teams, attorneys, CPAs and outside business professionals in an effort to provide the ideal client experience
  • Researching various laws including statutory requirements, probate rules, and court requirements and applying knowledge of these laws to unique circumstances
  • Understanding and balancing the needs of grantors, current beneficiaries, and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams
  • Coordinating the management and risk mitigation of special assets and real estate
  • Serving on Governance Committees responsible for the day to day management of the Trust Company, leading and/or participating in business plan deliverables or other initiatives as requested
  • Supporting, training, mentoring and serving as a thought leader and resource to the team and area
  • Developing and implementing new guidelines and procedures as needed to ensure ongoing compliance with federal and state fiduciary standards

*This position is known internally as a Senior Trust Advisor

Position Requirements

What Experience You Need:
  • Bachelor's degree required
  • CTFA, JD, or CFP required
  • 7+ years trust and estate management, or related legal or financial services experience required
  • Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required
  • Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies
  • Advanced ability to balance high-risk compliance, legal, and business decisions
  • Ability to effectively train, delegate and informally lead others who provide service to the client and branch team
  • Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Finance & Insurance
Founded
1997
* Ladders Estimates

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