Senior Trust & Wealth Advisor

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

Job summary

UMB Bank is seeking a seasoned wealth advisor to build long-term client relationships and provide fiduciary administration across estates, trusts, IRA, and custody accounts in a complex client base. You will identify revenue opportunities through high-quality service and referrals while ensuring compliance with fiduciary duties and relevant laws.

The role requires deep knowledge of financial products, investment understanding, and ability to work autonomously within a team environment.

Qualifications

• Demonstrates successful ability to sell; competitive and results oriented.
• Demonstrates Investment knowledge and understanding.
• Demonstrates extensive knowledge of Trust and Bank products and services.
• Demonstrates problem solving, dispute resolution and litigation management support.
• Demonstrates autonomous decision-making and informs management as needed.
• Maintains knowledge of company policies and applicable laws and regulations.
• Strong proficiency in Microsoft Office Suite and client relations.

Responsibilities

• Develop and manage relationships to grow revenue from assigned accounts.
• Provide fiduciary administration for estates, trusts, IRA, custody and related accounts.
• Coordinate wealth strategy planning goals and client meetings.
• Offer investment management guidance and portfolio updates as appropriate.
• Ensure compliance with fiduciary duties and regulatory requirements.

Skills

Relationship management

Investment knowledge

Financial products knowledge

Problem solving

Autonomous decision making

Microsoft Office

Interpersonal skills

Education

College degree

CTFA designation

CFP designation

Tools

None

Job description

UMB Bank is seeking a seasoned wealth advisor to build long-term client relationships and provide fiduciary administration across estates, trusts, IRA, and custody accounts in a complex client base. You will identify revenue opportunities through high-quality service and referrals while ensuring compliance with fiduciary duties and relevant laws.

The role requires deep knowledge of financial products, investment understanding, and ability to work autonomously within a team environment.