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Financial Sales Financial Consultant Banking & Finance

UHNW Trust Sales Advisor: Elite Wealth Solutions

Job in Dubuque, Dubuque County, Iowa, 52001, USA
Listing for: UMB Financial Corporation
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Private Wealth Trust Sales Advisor in Dubuque, Iowa. This role focuses on managing client relationships and servicing complex needs of ultra-high net worth Trust clients. Ideal candidates will have over 10 years of experience in wealth management, strong leadership and communication skills, and extensive knowledge of Trust products. The position offers competitive benefits, contributing to a superior customer experience.
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