Senior Trust & Wealth Advisor

UMB Financial Corporation; Wisconsin; On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Health insurance

Job summary

UMB Financial Corporation is seeking a Trust Officer to build long-term client relationships and deliver high-quality fiduciary services. You will manage trusts, estates, IRA and custody accounts and coordinate wealth strategy planning for clients.

The role emphasizes proactive client service, investment oversight where appropriate, and adherence to fiduciary duties under applicable laws and company policies.

Qualifications

• Must have proven trust and planning experience.
• CTFA or CFP designation preferred.
• Strong client relationship and sales skills.

Responsibilities

• Develop, maintain and manage client relationships to increase revenue.
• Ensure fiduciary duties in administration of estate, trust, IRA and custody accounts.
• Provide wealth strategy planning for clients.
• Offer investment management services when appropriate for accounts without a Portfolio Manager.

Skills

Sales ability

Investment knowledge

Trust products awareness

Problem solving

Decision making

Regulatory knowledge

MS Office

Interpersonal skills

Leadership

Education

College degree

CTFA designation

CFP designation

Job description

UMB Financial Corporation is seeking a Trust Officer to build long-term client relationships and deliver high-quality fiduciary services. You will manage trusts, estates, IRA and custody accounts and coordinate wealth strategy planning for clients.

The role emphasizes proactive client service, investment oversight where appropriate, and adherence to fiduciary duties under applicable laws and company policies.