Senior Trust Advisor: Estates & Asset Steward

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Edward Jones in Tempe, AZ, seeks a Trust Officer II to manage trusts, estates and investment accounts and to serve as the primary relationship manager for these client relationships. You will onboard clients, review complex documents, and coordinate with advisors to ensure precise, compliant trust administration.

Ideal candidates have 5+ years in trust/estate services and certifications such as CTFA, CFP, CPA or JD, with strong communication and fiduciary skills.

Qualifications

• Proven understanding of trust principles and fiduciary duties.
• Ability to manage trust and estate accounts with accuracy.
• Strong client-facing communication and collaboration skills.

Responsibilities

• Manage trusts, estates and investment accounts and serve as primary relationship manager.
• Conduct deep discovery for asset identification and gathering.
• Onboard new client and branch relationships and maintain client, beneficiary, and team relationships.
• Interpret complex legal documents to mitigate regulatory and legal risk.
• Explain tax and estate planning concepts to beneficiaries and advisors.
• Coordinate with attorneys, CPAs, and other professionals to balance client needs.

Skills

Trust principles

Fiduciary responsibilities

Relationship management

Communication skills

Education

CTFA/CFP/CPA/JD certification

Job description

Edward Jones in Tempe, AZ, seeks a Trust Officer II to manage trusts, estates and investment accounts and to serve as the primary relationship manager for these client relationships. You will onboard clients, review complex documents, and coordinate with advisors to ensure precise, compliant trust administration.

Ideal candidates have 5+ years in trust/estate services and certifications such as CTFA, CFP, CPA or JD, with strong communication and fiduciary skills.