Senior Trust Advisor: Onboarding & Client Trust Leadership

Edward Jones; Tempe (AZ); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and prescription coverage

401k retirement plan

Paid holidays

Vacation days

Employee Assistance Program

Job summary

Edward Jones Trust Company seeks a New Business Senior Trust Advisor to manage onboarding and then deepen client relationships with branch teams. You will oversee onboarding, coordinate with Trust Officers and Portfolio Managers, and act as a trusted advisor with fiduciary expertise.

The role emphasizes risk assessment, interpretation of governing documents, and collaboration across the Trust Company and firm to enhance client service and operational effectiveness.

Qualifications

• Bachelor's degree required.
• CTFA, JD or CFP required.
• 7+ years trust and estate management experience.
• Knowledge of fiduciary, gifting, and wealth-transfer concepts.
• Strong regulatory and tax planning awareness.

Responsibilities

• Lead onboarding for new fiduciary accounts with clients and branch teams.
• Maintain client relationships and support service excellence.
• Assess risks and interpret governing documents (trusts, wills, POAs).
• Collaborate across Trust Officers, Portfolio Managers, and lawyers.

Skills

Relationship management

Client onboarding

Leadership

Communication

Education

Bachelor's degree

CTFA

JD

CFP

Job description

Edward Jones Trust Company seeks a New Business Senior Trust Advisor to manage onboarding and then deepen client relationships with branch teams. You will oversee onboarding, coordinate with Trust Officers and Portfolio Managers, and act as a trusted advisor with fiduciary expertise.

The role emphasizes risk assessment, interpretation of governing documents, and collaboration across the Trust Company and firm to enhance client service and operational effectiveness.