Trust Management Professionals

5 days ago


St Louis, Missouri, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Trust Management Professional to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) division, you will play a critical role in helping clients achieve and protect their financial goals.

Job Description

The ideal candidate will have a strong background in trust and estate management, with experience in managing complex probate and estate settlement trusts. You will be responsible for:

  • Managing daily operations of complex probate and estate settlement trusts
  • Deep discovery for asset identification, gathering, and analysis
  • Reviewing, understanding, and interpreting language in trusts and other estate planning documents
  • Partnering with financial advisors to develop communication plans for the execution phase of the estate plan
Required Skills and Qualifications

To be successful in this role, you will need:

  • A bachelor's degree and CTFA, JD, CFP, or equivalent professional certification
  • At least 7-10 years of experience in trust and estate management or related legal or financial services
  • Advanced knowledge of fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques
Benefits

We offer a competitive salary and benefits package, including medical, dental, and vision coverage, as well as a 401(k) retirement plan and tax-advantaged accounts. Our company also observes ten paid holidays and provides 15 days of vacation for new associates, as well as sick time and personal days.



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