Senior Trust & Wealth Advisor
Job in
Waukegan, Lake County, Illinois, 60087, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
UMB Bank is seeking a senior fiduciary advisor to build and expand client relationships while providing comprehensive fiduciary administration for estates, trusts, IRAs, and custody accounts. You will coordinate wealth strategy planning, deliver investment management when appropriate, and ensure regulatory compliance.
The ideal candidate has extensive trust experience, CTFA/CFP designation, and strong MS Office skills, with a proven ability to navigate complex regulatory environments and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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