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Senior Trust & Wealth Advisor
Job in
Dubuque, Dubuque County, Iowa, 52001, USA
Listed on 2026-05-30
Listing for:
UMB Bank
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance
Job Description & How to Apply Below
UMB Bank seeks an experienced professional to oversee client relationships and ensure effective fiduciary administration. This role requires building long-term relationships and enhancing existing client connections through superior service. The ideal candidate will have a college degree, extensive trust experience, and a CTFA or CFP designation.
The position involves managing compliance for complex accounts and providing tailored investment management services for clients. UMB Bank offers competitive compensation and a diverse benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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