Senior Trust & Estate Advisor
Job in
Dubuque, Dubuque County, Iowa, 52001, USA
Listed on 2026-07-03
Listing for:
UMB Financial Corporation
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
UMB Financial Corporation in Dubuque, Iowa, seeks a professional with extensive trust and financial planning experience to manage fiduciary responsibilities and enhance client relationships. The role involves ensuring compliance with fiduciary duties and the administration of accounts, including personal trusts and IRAs.
The ideal candidate will have a college degree, a CTFA or CFP designation, and at least 10 years of relevant experience. UMB provides a comprehensive benefits package alongside a competitive salary.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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