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UHNW Trust & Wealth Advisor

Job in Dubuque, Dubuque County, Iowa, 52001, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below

UMB Bank in Iowa seeks a Private Wealth Trust Sales Advisor (PWTSA) to build and manage client relationships within the ultra-high net worth trust market segment. You will be responsible for servicing an existing book of clients and ensuring delivery of exceptional customer experiences to complex trust and investment management accounts.

The ideal candidate will possess over 10 years of wealth management experience, a strong command of complex trust administration, and the ability to develop extensive networks across business lines.

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