Senior Trust & Wealth Advisor

Umb Bank

Dubuque, IA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Compensation and Benefits, Customer Relations, Customer Support/Service, Fiduciary, Investment Management, Investment Services, Maintain Compliance
LOCATION
Dubuque, IA
POSTED
1 day ago

UMB Bank seeks an experienced professional to oversee client relationships and ensure effective fiduciary administration. This role requires building long-term relationships and enhancing existing client connections through superior service. The ideal candidate will have a college degree, extensive trust experience, and a CTFA or CFP designation.The position involves managing compliance for complex accounts and providing tailored investment management services for clients. UMB Bank offers competitive compensation and a diverse benefits package.#J-18808-Ljbffr

About the Company

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Umb Bank