Senior Trust Advisor

This job posting will remain open for 30 days, from 19-Jun-2026. The posting may close early due to volume of applicants.

Edward Jones Trust Company (EJTC) works with clients and professional advisors such as estate attorneys or tax professionals, supporting financial advisors and branch teams in managing legacy with precision, objectivity, and genuine care. Through trust administration, discretionary investment management, estate settlement, and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client's intentions and values are honored during life and after death.

The Senior Trust Advisor is responsible for the management of trusts, estates and investment management accounts, including the most complex and high net‑worth accounts. They serve as the primary relationship manager for the accounts they manage and act as an informal leader of the team.

• Daily management of trust accounts in accordance with governing instruments, EJTC guidelines, and federal and state fiduciary standards.
• Deep discovery for asset identification, gathering, and analysis.
• Onboarding new clients and branch relationships; developing, strengthening, and retaining client/beneficiary and branch team relationships.
• Reviewing, understanding, and interpreting complex legal documents to limit regulatory and legal risk.
• Partnering with financial advisors to fully understand clients’ needs and deliver an excellent client experience.
• Discussing and explaining complex tax and estate planning concepts and trust terms to beneficiaries and financial advisors.
• Coordinating with other members of the Client Team, including Trust Company associates, branch teams, attorneys, CPAs, and outside business professionals to provide the ideal client experience.
• Researching laws, including statutory requirements, probate rules, and court requirements, and applying this knowledge to unique circumstances.
• Understanding and balancing the needs of grantors, current beneficiaries, and future beneficiaries and communicating this analysis to all parties.
• Coordinating the management and risk mitigation of special assets and real estate.
• Serving on Governance Committees responsible for day‑to‑day management of the Trust Company and leading or participating in business plan deliverables or other initiatives as requested.
• Supporting, training, mentoring, and acting as a thought leader and resource for the team and area.
• Developing and implementing new guidelines and procedures as needed to ensure ongoing compliance with federal and state fiduciary standards.

• Bachelor's degree required.
• CTFA, JD, or CFP required.
• 7+ years of trust and estate management or related legal or financial services experience required.
• Knowledge of advanced fiduciary, gifting, trust management principles, estate planning, taxes, insurance, and investment principles and techniques required.
• Comprehensive knowledge of regulations, 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 explaining complex legal matters to clients.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the…