Senior Trust Advisor — New Business Onboarding

Edward Jones; Tempe (AZ); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical & prescription

Dental & Vision

401k plan

Health savings account

Job summary

Edward Jones is seeking a New Business Trust Advisor II to serve as the primary onboarding and trusted advisor for fiduciary accounts. You will ensure timely, accurate service for clients and branch teams while expanding trust opportunities and deepening relationships.

You will collaborate with the Trust Company Client Service Team and various internal partners, promoting service excellence across the Edward Jones ecosystem.

Qualifications

• Bachelor's degree is required.
• Professional certification such as CTFA, CFP, CPA, JD strongly preferred.
• At least 5+ years trust, estate management, or related financial services experience required.
• Knowledge of fiduciary, gifting, trust management, estate planning principles, taxes, insurance, and investment concepts.
• 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.
• Highly skilled in written and verbal communication and interpersonal skills.

Responsibilities

• Actively promote Edward Jones Trust Company services across Edward Jones ecosystem.
• Serve as a dedicated relationship manager for assigned branch and regional teams.
• Pursue new business opportunities through ongoing communication and outreach.
• Manage high-net-worth new business sales reporting.
• Travel periodically across the US to meet with branch teams.
• Lead onboarding for all new fiduciary accounts and coordinate activities across Trust Officers and partners.
• Provide guidance on governing documents and assets reviews.
• Collaborate on firm-wide initiatives to improve client service and operational effectiveness.
• Mentor and coach Trust Company associates.
• Maintain compliance with Trust Company policies and applicable laws.

Skills

Relationship management

Communication skills

Leadership

Education

Bachelor's degree

CTFA/CFP/CPA/JD certification preferred

Job description

Edward Jones is seeking a New Business Trust Advisor II to serve as the primary onboarding and trusted advisor for fiduciary accounts. You will ensure timely, accurate service for clients and branch teams while expanding trust opportunities and deepening relationships.

You will collaborate with the Trust Company Client Service Team and various internal partners, promoting service excellence across the Edward Jones ecosystem.