Trust Officer II

Edward Jones; Tempe, Northern (AZ, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

401(k) with company match

Paid holidays and vacation

Job summary

Edward Jones in Tempe, AZ seeks a Trust Advisor II to manage trusts, estates, and investment accounts, serving as the primary relationship manager for assigned accounts.

Responsibilities include asset discovery, onboarding clients, interpreting complex documents, and coordinating with professionals to mitigate risk and support client goals.

Qualifications

• Professional certification such as CTFA, CFP, CPA, or JD strongly preferred.
• Minimum 5+ years in trust, estate management, or related financial services.
• Knowledge of fiduciary responsibilities, gifting, estate planning, taxes, and investments.

Responsibilities

• Daily management of trust accounts per governing instruments and guidelines.
• Conduct deep discovery for asset identification and gathering.
• Onboard new client and branch relationships; develop client relationships.
• Review and interpret complex legal documents to limit risk.
• Explain tax and estate planning concepts to beneficiaries and advisors.
• Coordinate with associates, branches, attorneys, CPAs and other professionals.
• Balance needs of grantors and beneficiaries; communicate analysis to stakeholders.
• Assist with management of special assets and real estate.

Skills

Client relationship management

Communication skills

Team leadership

Attention to detail

Problem solving

Education

CTFA/CFP/CPA/JD

Tools

Trust accounting system

Microsoft Office

Job description

This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants.

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:

TheEdwardJonesTrustCompany(EJTC) worksalongsidea client and a client's professional advisors, such as an estate attorney or tax professional. But most importantly we work along side 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 Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts they manage.

Responsibilities include:

• Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relatingto the the account relationship), Edward Jones Trust Company guidelines, and federal andstate 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 trustagreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
• Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors
• Managing client service with other Trust Company and Operations associates, branchteams, attorneys, CPAs and outside business professionals
• Understanding and balancing the needs of grantors, current beneficiaries and futurebeneficiaries and effectively communicating this analysis to grantors, beneficiaries, andbranch teams
• Coordinating the management and risk mitigation of special assets and real estate
• Serving on Trust Company committees, participating in business planning or otherinitiatives as requested

*This position is known internally as a Trust Advisor II

What Experience You Need:

• Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
• At least 5+ years trust, estate management, or related legal or financial servicesexperience required
• Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required
• Demonstrated ability to balance compliance, legal, and business decisions;
• Ability to work in team based environment, delegate work appropriately, and lead meetings effectively
• Ability to lead client meetings with financial advisors and tax and legal professional
• Ability to use trust accounting system, Microsoft products and other automation tools
• Ability to effectively train, delegate and informally lead others who provide service to theclient and branch team
• Must be highly skilled in written and verbal communication (especially in the explanation ofcomplex legal matters to clients that may not have deep acumen in these complex legalmatters) and demonstrate high level of interpersonal skills

*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.

• Edward Jones' compensation and benefits package includes medical and 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 401k retirement plan, and tax-advantaged accounts: 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.
• For more information on the Benefits available to Edward Jones associates, please visit our benefits page.