Senior Trust Advisor - New Business
Employment type
Full-time
Work setting
On-site
Location
Tempe, AZ
Schedule
Day shift
Posted
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Job overview
The Senior Trust Advisor - New Business is an onsite role based in Tempe, AZ. Compensation is not specified for this position, which supports the Edward Jones Trust Company in delivering trust and investment management services. This role exists to serve as the primary relationship manager for branch teams, focusing on the account onboarding experience. The advisor acts as a trusted point of contact, driving service excellence and fostering confidence in the firm's fiduciary capabilities.
What you'll do
- Lead onboarding for fiduciary accounts
- manage branch relationships
- identify new business opportunities
- interpret legal documents
- resolve client escalations.
What we're looking for
- Skills & competencies
- full-timeday shifttempe azedward jonestrust advisorfiduciaryestate planningnew businessfinancial 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, JD, or CFP 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: 7ea1bff2-584b-4863-91ac-bf5cd41bb6d2