Senior Trust Consultant

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Missouri, St. Louis

Company 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.
 

External Flexible Work Option(s)

Hybrid, Remote

Awards and Accolades

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

Country

United States

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You Need:

• Bachelor's degree required
• CTFA, JD, or CFP required
• At least 7-10 years trust and 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 work in team-based environment, delegate work appropriately, and lead client meetings effectively
• 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 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 skills
• Ability to informally lead the team and act as a resource for others on the team.

What Could Set You Apart:

• Ability to provide guidance to branch teams on how to identify clients in Trust Company target market;
• High familiarity with Edward Jones branch team structure, processes and systems
• Ability to identify other wealth management products offered by Edward Jones and how they work with EJTC services
• Prior experience working with clients and financial advisors to identify appropriate trust services

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

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