Trust Consultant

3 days ago


St Louis, Missouri, United States Edward Jones Full time
Job Overview

As a Senior Trust Consultant at Edward Jones, you will play a critical role in providing exceptional client experiences and driving business growth. This position requires a strong understanding of trust principles, fiduciary responsibilities, and estate planning strategies.

Key Responsibilities:
  • Lead the account onboarding process, ensuring seamless transitions for clients and branch teams.
  • Conduct thorough evaluations and risk assessments of potential new business, including review of assets, family situations, and tax returns.
  • Collaborate with Fiduciary Officers to ensure proper risk and legal issues are identified and evaluated.
  • Promote Edward Jones Trust Company services and assist with estate planning for clients, financial advisors, and branch teams.
  • Develop and maintain relationships with branch teams, providing guidance on trust services and identifying potential new business opportunities.
Requirements:
  • Bachelor's degree required; CTFA, JD, CFP, or equivalent certification preferred.
  • At least 7-10 years of trust and estate management experience, with knowledge of trust principles, fiduciary responsibilities, and estate planning strategies.
  • Advanced ability to balance high-risk compliance, legal, and business decisions.
  • Excellent written and verbal communication skills, with the ability to explain complex legal matters to clients.
What We Offer:

Edward Jones provides a comprehensive compensation and benefits package, including medical, dental, and vision coverage, 401(k) retirement plan, and tax-advantaged accounts. Our company culture values diversity, equity, and inclusion, and we are committed to creating a workplace where everyone feels valued and respected.



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