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Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 20-May-2025. The posting may close early due to the volume of applicants.

The Associate Trust Advisor supports the Client Service Team in the onboarding and ongoing relationship, trust and investment management of all Trust Company account types. The individual will work closely with Trust Consultants, Trust officers, Portfolio Managers, Special Assets teams, vendors, clients and Edward Jones branch teams. The Associate Trust Advisor will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients.

What You'll do:

As an Associate Trust Advisor, you will

+ Review trust agreements, wills, powers of attorney and other legal documents for the establishment and ongoing support of the trust and investment management of trust accounts

+ Develop, support, and strengthen client and branch team relationships.

+ Serve as key contact in communicating with clients, branch teams, external professionals, and vendors

+ Review and payment of client bills

+ Support the Client Service Team on the management of client requests (including but not limited to discretionary distribution requests, address changes, transfers, etc.)

+ Support the team in trust onboarding, ongoing administration, and investment matters to ensure the Trust Company fulfills its fiduciary duties while mitigating financial, reputational and legal risk

+ Work in partnership with Trust Operations, other areas, and outside professionals as needed

+ Lead the relationship management, administration, and onboarding of less complex accounts

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $61600

**Hiring Maximum:** $101600

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Skills/Requirements

What Experience You Need:

+ High school degree required; Bachelor's degree strongly preferred

+ Progress toward JD, CTFA, CFP, CPA or other relevant professional certification strongly preferred

+ 3 years of trust or related professional experience required; Previous financial services experience preferred

+ Demonstration of increased knowledge of estate planning concepts, trust tax fundamentals and probate and trust processes

What Could Set You Apart:

+ Demonstrated ability to balance compliance, legal, and business decisions

+ Successfully working in a fast paced, cross-functional team-based environment

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

•Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO