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Wealth Management Financial Advisor Financial Consultant Financial Services

UHNW Trust Relationship Advisor

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 110250 - 235810 USD Yearly USD 110250.00 235810.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Private Wealth Trust Sales Advisor to manage ultra-high net worth client relationships. This role involves building and servicing an existing book of clients, administering wealth and trust accounts, and developing new business opportunities. Candidates should have a Bachelor's degree and at least 10 years in wealth management, coupled with familiarity in complex trust administration.

The position is hybrid and offers a competitive salary range of $110,250 to $235,810, depending on experience and location.
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