Trust Consultant
Company: Edward Jones
Location: Chamois
Posted on: May 16, 2022
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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 Reserved 2021 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. Visit our career site 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, Columbia , Trust Consultant, Professions , Chamois, Missouri
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