Trust Advisor II - New Business

Edward Jones is seeking a Trust Advisor II, New Business, to help clients implement trust and estate strategies that support their long-term financial goals. In this role, you will consult with financial advisors and clients to analyze needs, recommend appropriate trust solutions, and open and transition new trust accounts. You will interpret governing documents, ensure regulatory and compliance standards are met, and coordinate with internal partners to deliver a seamless client experience. The ideal candidate brings strong trust, fiduciary, and wealth management knowledge, excellent relationship skills, and a commitment to Edward Jones' client-first culture.

Responsibilities

• Advise clients and financial advisors on trust and estate strategies aligned with long-term financial goals.
• Open, structure, and transition new trust accounts, ensuring accurate documentation and setup.
• Analyze trust documents and client financial information to recommend appropriate fiduciary solutions.
• Collaborate with internal partners to deliver coordinated wealth, tax, and estate planning support.
• Ensure adherence to fiduciary, regulatory, and compliance requirements in all trust activities.
• Support business development by identifying new trust opportunities within existing and prospective relationships.
• Maintain detailed records and use CRM/portfolio systems to track client interactions and accounts.
• Communicate complex trust and estate concepts clearly to clients and advisors.
• Monitor account activity and escalate risks or issues to appropriate stakeholders.
• Contribute to a client-first, relationship-driven culture that supports firm growth and client satisfaction.

Required Skills

• Trust administration
• Estate planning fundamentals
• Financial analysis
• Client onboarding and KYCRegulatory and compliance knowledge
• Wealth management products
• CRM and portfolio systems
• Documentation and recordkeeping
• Risk assessment
• Presentation and communication