Senior Trust Advisor

Team Overview The Edward Jones Trust Company (EJTC) works alongside a client and a client's professional advisors, such as an estate attorney or tax professional. But most importantly we work alongside the financial advisor and branch team in supporting their client's legacy with precision, objectivity and genuine care. Through our trust administration, discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client's intentions and values during their lifetime, and not just after death. 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. 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 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 Location and Working Hours 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. Benefits Edward Jones’ compensation and benefits package includes medical, 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 401(k) retirement plan, 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. EEO Statement Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Fair Chance Hiring Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. #J-18808-Ljbffr