Senior Trust & Wealth Advisor

Umb Bank

  • Milwaukee, WI
  • 4 days ago
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    Skills

    • Certified Financial Planner (CFP)unmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Fiduciaryunmatched
    • People Managementunmatched

    Description

    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

    Numbers & Facts

    LocationMilwaukee, WI

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