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 06-Jun-2025. The posting may close early due to the volume of applicants.
Team Overview:
Do you have a passion for investment advisory? Do you have experience in trust services? If so, this could be the right opportunity for you! Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.
What You Will Do:
The Trust Senior Advising Specialist serves as a technical subject matter expert in Edward Jones systems and Trust Data. Much of this work requires a broad and deep understanding of the firm's systems and tools - and the branch and client experience - in order to help create and shape Edward Jones Trust Company's (EJTC) integration into and continued maintenance of the connections with those systems and tools. These integrations will be critical to the experience provided to branch teams and clients. This role has strong partnership with the DPM and Tech teams for the Trust Company and Edward Jones. This role requires informal people leadership through Trust Company initiatives and formal thought leadership.
Responsibilities include:
Partner with EJTC areas (Administration, Investments, Fiduciary, Legal, New Business, Operations, Finance, Compliance) and EJ (DPM, Technology, A&G, Generations) to help create and maintain integrated connections with Edward Jones
Has a thorough understanding of Edward Jones and Edward Jones Trust Company business model, investment philosophy and values
Coordinate the process of updating and applying EJTC data through all firm capabilities
Serve as a deep subject matter expert (SME) for key stakeholders (DPM, Technology, internal EJTC areas) and external stakeholders (SEI, SalesForce, etc) to ensure EJTC business objectives are carried out through application and messaging
Collaborate with key stakeholders as the EJTC SME throughout the life cycle of projects, including planning, design and implementation
Work in partnership with other firm areas to problem-solve complex issues that arise regarding EJTC technology and integrations to EJ's systems and tools
Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business
Achieve results with and through others; serve as a mentor to others within the Trust Company
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: $140400
Hiring Maximum: $239100
Read More About Job Overview
Skills/Requirements
What Experience You Need:
Bachelor's degree required
Minimum 5+ years of relevant experience required
CFP designation required or acquired within 18 months of hire
Strong technical knowledge and experience required
Broad exposure to and strong foundational knowledge of investments, financial planning, financial planning tools and project management process
Experience with Edward Jones client and branch team tools, including MoneyGuide, Portfolio, Proposal Tool, JonesLink and other related tools
Ability to guide, persuade and influence others through the developed skills of communication and diplomacy
What Could Set You Apart:
Master's degree
6-10 years' experience
*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.
Read More About Skills/Requirements
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) .
¹Fortune 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