Trust Advisor II- New Business

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¹Fortune 500, published June 2024, data as of December 2023. 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. 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. 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. 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.)
Lead the onboarding process for all new fiduciary accounts.

Provide initial guidance on whether EJTC can administer prospect's governing documents. 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:
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. Maintain compliance with Trust Company policies, procedures, and applicable laws and regulations.

Bachelor's degree required
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
Louis, MO home office locations are expected to work in the office four days per week.

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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. gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .