Trust Advisor II- New Business

Edward Jones; Tempe, Northern (AZ, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical plan

Dental plan

401(k) retirement plan

Paid time off

Employee assistance program

Job summary

Edward Jones in Tempe, AZ, seeks a New Business Senior Trust Advisor II to manage onboarding and ongoing client relationships for fiduciary accounts, collaborating with branch teams and the Trust Company Client Service Team.

You will lead onboarding, assess prospective relationships, review governing documents, coordinate with fiduciary officers, and expand trust opportunities while upholding compliance and client service excellence.

Qualifications

• Bachelor's degree required and professional certifications strongly preferred.
• At least 5+ years of trust, estate management, or related financial services experience.
• Knowledge of fiduciary, gifting, estate planning, taxes, and wealth-transfer strategies.
• Ability to train, delegate, and lead others providing client service.

Responsibilities

• Act as primary relationship manager for assigned branch and regional teams.
• Proactively identify and pursue new trust business opportunities.
• Manage onboarding of fiduciary accounts and coordination with internal partners.
• Promote Edward Jones Trust Company services across the ecosystem.
• Maintain compliance with laws, policies, and regulations.
• Mentor and coach Trust Company associates.

Skills

Relationship management

Client service

Communication

Mentoring

Education

Bachelor's degree

CTFA

CFP

CPA

JD

Job description

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. The New Business Senior Trust Advisor serves as the primary relationship manager for Edward Jones branch teams, with a particular focus on delivering an exceptional account onboarding experience. This individual acts as the trusted point of contact throughout the onboarding process, ensuring both clients and branch teams receive timely, accurate, and high-quality service.

What You Will Do

Beyond onboarding, the New Business Trust Advisor II plays a critical role in the overall client experience by maintaining strong relationships with branch teams, collaborating closely with the Edward Jones Trust Company Client Service Team, and providing informal leadership and guidance within the organization. The position is responsible for helping resolve client and branch inquiries, driving service excellence, and fostering confidence in the Trust Company’s capabilities.

A key objective of the role is to strengthen and deepen relationships with existing Edward Jones branches, increasing awareness and utilization of trust services. By consistently delivering outstanding service and acting as a trusted advisor, the Trust Advisor II helps expand trust business opportunities and enhance long‑term client and branch engagement.

Additional responsibilities include:

• Actively participate in promoting Edward Jones Trust Company services across the Edward Jones ecosystem including with clients, Financial Advisors, branch teams and internal partners.
• Serve as a dedicated relationship manager and primary Trust Company resource for assigned branch and regional teams and it's respective new business opportunities.
• Proactively identify and pursue new business opportunities through ongoing communication and outreach.
• Manage HNW new business sales reporting.
• Travel periodically throughout the US to meet with branch teams and regions in support of relationship development (e.g. participate in monthly home office on‑site financial advisor training sessions.)
• Manage ongoing‑related prospects and branch concerns.
• Resolve issues proactively and provide recommended solutions that align client expectations with Trust Company capabilities.
• Lead the onboarding process for all new fiduciary accounts.
• Coordinate onboarding activities across Trust Officers, Fiduciary Officers, Portfolio Managers, Trust Specialists, and internal partners.
• Provide initial guidance on whether EJTC can administer prospect's governing documents. Activities may include:
  • Evaluate prospective relationships through comprehensive risk assessments.
  • Analyze assets, family dynamics, beneficiary structures, tax returns, accounting, and other relevant information.
  • Review and perform initial interpretation of governing documents with the administration of trusts in perspective, including:
    • Trust agreements
    • Wills
    • Powers of Attorney
    • Beneficiary designations
    • Related contracts and legal documents
  • Review of investments, inclusive of unique assets requirements such as real estate, land / farm, and closely held securities.
  • Consult with EJTC's fiduciary officers and legal team as appropriate.
• Participate in Trust Company and firm‑wide initiatives that improve client service and operational effectiveness.
• Collaborate with partners across the Trust Company and firm to support complex client needs and develop new solutions.
• Mentor, coach, and provide guidance to Trust Company associates.
• Maintain compliance with Trust Company policies, procedures, and applicable laws and regulations.

What Experience You Need

• Bachelor's degree required
• Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
• At least 5+ years trust, 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 skill

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.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long‑term disability
• basic life
• basic AD&D coverage
• Short- and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan
• health savings account
• flexible spending account
• ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• sick time
• personal days
• paid day for volunteerism
• bonuses and profit sharing
• Employee Assistance Program

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.