Trust Advisor II - New Business
Employment type
Full-time
Work setting
On-site
Location
St. Louis, MO
Schedule
Day shift
Posted
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Job overview
The Trust Advisor II - New Business is an onsite role based in St. Louis, MO. Compensation is not specified for this position, which supports the Edward Jones Trust Company in managing new business opportunities and account onboarding. This role exists to serve as the primary relationship manager for branch teams, focusing on delivering an exceptional onboarding experience. The advisor drives service excellence and fosters confidence in the firm's fiduciary capabilities.
What you'll do
- Promote trust services
- manage new business opportunities
- lead account onboarding
- interpret legal documents
- resolve branch concerns
- coordinate with internal partners.
What we're looking for
- Skills & competencies
- full-timeday shiftst. louis moedward jonestrust advisornew businessfiduciaryestate planningfinancial servicescorporate
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, disability, life insurance, 401k, tax-advantaged accounts, paid holidays, vacation, sick time, profit sharing.
Why this role
Requires CTFA, CFP, CPA, or JD designation.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 355d636e-b013-484f-b7c5-66e60953c6ff