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Trust Consultant

Company: Edward Jones
Location: Jefferson City
Posted on: May 15, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.This role will serve as the key contact for the Edward Jones Branch Teams, particularly during account onboarding. This role will take ownership of the new account experience and help ensure clients and branch teams are receiving a high level of service throughout this process. In addition, the Trust Consultant is part of a team that owns the overall client experience. The Trust Consultant remains a key contact for the branch, while also supporting the Trust Officer and Portfolio Manager as part of the Edward Jones Client Team. Relative to the Sr. Trust Consultant, this role will have less complexity and volume. By providing a high quality client and branch experience, the Trust Consultant aim is to deepen relationships with branches currently working with the Trust Company in order to expand the number of clients at that branch who consider and utilize trust services.Bachelor's degree required

  • At least 3-5 years of experience in Trust Co. relationship management, trust administration or related legal or financial services experience required;
  • Working knowledge of fiduciary, gifting, investment, estate and income taxation principles and techniques;
  • Must have written and verbal communication skills and interpersonal skills in order to interact with financial advisors, clients and other professionals.
  • Demonstrate critical thinking skills and ability to use discretion on highly complex situations.Progress toward CFP, CTFA, CFA, or Law degree with Estate Planning specialization preferred
    • 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
      • From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation s 19th annual scorecard on LGBTQ workplace equality.
        From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
        Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
        Salary: $66379 - $109459
        Category: Headquarters

Keywords: Edward Jones, Jefferson City , Trust Consultant, Professions , Jefferson City, Missouri

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