UHNW Trust & Wealth Strategy Advisor
umb financialBloomington, IL
UHNW Trust & Wealth Strategy Advisor
L5
umb financialBloomington, ILyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsUMB Financial Corporation’s Private Wealth division seeks a Private Wealth Trust Sales Advisor to deepen ultra-high-net-worth client relationships and manage complex trust accounts.
You will lead a team in delivering tailored wealth strategies, coordinate with other lines of business, and present estate planning techniques to COIs, ensuring outstanding client experiences across Trust and Investment Management accounts.
Apply now
Level
SeniorL5
Location
Bloomington, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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