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Senior Trust and Wealth Strategist

3 months ago

Tempe, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

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 Trust New Business & Client Experience team is responsible for business development, new account onboarding and due diligence, account opening, branch training and education, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

What You Will Do:
The Senior Trust & Wealth Strategist's primary responsibilities are to assist Financial Advisors in attracting, retaining, and deepening client relationships, provide education on trust and estate planning strategies driven by the client's unique situation, and drive new AUC growth to the firm and Edward Jones Trust Company. The Sr. Trust and Wealth Strategist will leverage the extensive resources of our home office and Edward Jones Trust Company to support our financial advisors in serving their High Net Worth clients with complex needs. This role will be called upon as a financial planning subject matter expert, with extensive Trust and Estate Planning expertise, and will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients.

Responsibilities include:
Business Development
  • Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects by providing guidance on estate and tax planning issues.
  • Proactively prospect and communicate with branch teams to develop potential new business opportunities and deliver on established growth metrics (targets?).
  • Cultivate internal and external professional networks to identify and develop prospective Trust Company client relationships.

Branch Acumen
  • Educate Advisors on various estate planning techniques and partner with them to integrate wealth structuring concepts into goals-based advice.
  • Present Edward Jones Trust Company capabilities and services to Financial Advisors, clients, COIs, and prospective clients.

Consultations
  • Consult with branch teams, clients, and clients' attorneys and accountants on the implementation of estate, income tax and financial plans.
  • Cultivate and maintain relationships with COI's in partnership with Financial Advisors.
  • Review existing and/or proposed estate planning documents to provide considerations and set expectations when naming a corporate trustee.

Enhance Branch and Client Experience
  • Coordinate with Trust Consultants, Onboarding Trust Specialists and internal partners to support a seamless experience for new prospective client opportunities.
  • Serve as informal leader to develop other team members to serve as key contributors on enhancements and improvements to process, workflows, and the client experience.


At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $113810
Hiring Maximum: $193785

Skills/Requirements

What Experience You Need:
  • Bachelor's degree required
  • Ability to travel and maintain presence in target markets at least 50% of time
  • Minimum 10 years of experience within Trust and Estate Planning industry and delivering solutions through Financial Advisors.
  • Extensive experience working with clients as a Financial Advisor or member of a planning team
  • In-depth knowledge of trust and estate planning strategies
  • Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
  • Ability to lead small groups and client meetings and present findings in a clear and concise manner

What Could Set You Apart:
  • CTFA, CFP®, CPWA® or commensurate experience preferred.
  • Understanding of Financial Advisor/Branch Office Administrator/branch processes including the implementation of a solutions-based approach
  • In-depth knowledge of Edward Jones Trust Company solutions, processes, and procedures

*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.

Awards & 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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

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