UHNW Trust & Wealth Strategy Advisor

Posted 2 days ago

umb financialBloomington (IL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

UMB Financial Corporation’s Private Wealth division seeks a Private Wealth Trust Sales Advisor to deepen ultra-high-net-worth client relationships and manage complex trust accounts. You will lead a team in delivering tailored wealth strategies, coordinate with other lines of business, and present estate planning techniques to COIs, ensuring outstanding client experiences across Trust and Investment Management accounts.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.