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Senior Trust & Wealth Advisor

Job in West Allis, Milwaukee County, Wisconsin, USA
Listing for: UMB Financial Corporation
Full Time position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 98000 - 145000 USD Yearly USD 98000.00 145000.00 YEAR
Job Description & How to Apply Below

UMB Financial Corporation is seeking a Trust Officer to build long-term client relationships and deliver high-quality fiduciary services. You will manage trusts, estates, IRA and custody accounts and coordinate wealth strategy planning for clients.

The role emphasizes proactive client service, investment oversight where appropriate, and adherence to fiduciary duties under applicable laws and company policies.

Consider building your career as a Senior Trust & Wealth Advisor at UMB Financial Corporation.

The Senior Trust & Wealth Advisor position in the Finance field is open for applications.

We have an opening for a Senior Trust & Wealth Advisor in WI, United States within Finance.

This role, Senior Trust & Wealth Advisor at UMB Financial Corporation, could be your next opportunity.

Are you ready to take on the Senior Trust & Wealth Advisor role at UMB Financial Corporation?

Position Requirements
10+ Years work experience
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