Trust Advisor

Edward Jones • Tempe, AZ

31d • Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Team Overview: Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. Teams are responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs. The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serves as the primary relationship manager for the accounts they manage. This position is known internally as a Trust Advisor I

Requirements

• Bachelor's degree required or equivalent training, certification or work experience.
• At least 3 -5 years trust, estate management, or related legal or financial services experience required
• Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required
• Demonstrated ability to balance compliance, legal, and business decisions
• Demonstrated ability to manage competing priorities resulting from a high account load
• Advanced organizational skills are required
• 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

Nice To Haves

• Substantial progress toward professional certification, such as CTFA, CFP strongly preferred
• Ability to work in team based environment, delegate work appropriately, and lead meetings effectively
• Ability to use trust accounting system, Microsoft products and other automation tools
• Ability to effectively train, delegate and informally lead others who provide service to the client and branch team

Responsibilities

• 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 tax and estate planning concepts and trust terms with beneficiaries and financial advisors
• Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals
• 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 Trust Company committees, participating in business planning or other initiatives as requested

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees