Senior Trust & Estate Advisor

UMB Financial Corporation; Fort Worth (TX); On-site; USD 118,000 - 173,000; Full time

Job summary

UMB Financial Corporation seeks a seasoned fiduciary professional in Fort Worth, TX to manage estates, trusts, IRAs and custody accounts with high autonomy. You will nurture relationships, provide strategic investment guidance and ensure compliance with fiduciary duties and laws.

The role emphasizes client service, sales-oriented revenue growth, and collaboration with teams to align planning goals with client objectives. CTFA/CFP are preferred; advanced credentials highly regarded.

Qualifications

• College degree required.
• 10 years of technical trust and planning experience.
• CTFA or CFP designation required.
• Knowledge of trust, custody, IRA, and investment services.
• Strong problem solving and litigation management abilities.

Responsibilities

• Build fiduciary administration for estates, trusts, IRA and custody accounts.
• Develop and manage internal and external relationships to increase revenue.
• Ensure compliance with fiduciary duties and applicable laws.
• Provide investment planning and portfolio guidance for clients.

Skills

Sales ability

Results oriented

Investment knowledge

Trust products knowledge

Litigation management

Autonomous decisions

Policy & compliance

MS Office

Interpersonal skills

Education

College degree

CTFA designation

CFP designation

Advanced degree in finance or estate planning

Juris Doctorate

Job description

UMB Financial Corporation seeks a seasoned fiduciary professional in Fort Worth, TX to manage estates, trusts, IRAs and custody accounts with high autonomy. You will nurture relationships, provide strategic investment guidance and ensure compliance with fiduciary duties and laws.

The role emphasizes client service, sales-oriented revenue growth, and collaboration with teams to align planning goals with client objectives. CTFA/CFP are preferred; advanced credentials highly regarded.