
Registered Operations Leader - Financial Advisors Ameriprise
Brookfield, WI16 days ago
UMB Bank is seeking a Trust Officer in Wisconsin to build and maintain long-term client relationships while providing superior fiduciary administration for estates, trusts, IRAs, and custody accounts. The role focuses on proactive service, compliance, and wealth strategy support to meet client needs.The candidate should have a college degree, 10 years of trust and planning experience, and CTFA or CFP designation. Advanced degrees and supervisory experience are preferred.#J-18808-Ljbffr
| Location | Milwaukee, WI |


