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Trust Advisor Senior

3 weeks ago

Kansas City, Missouri, United States UMB Financial Corporation Full time

UMB's Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling complex situations. 

The Trust Advisor  within our Private Wealth Management team builds long term relationships through quality customer service, including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ensure client satisfaction. You will work with team members to increase revenue from assigned book of accounts through quality client service, leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. You will provide solution-oriented planning for clients and coordinate wealth strategy aligned with the client's goals and objectives. You will provide investment management services for clients, including assessment of appropriate risk levels for the client or trust, high level investment updates and appropriate portfolio advice.

How you'll spend your time:

You will use communication and interpersonal skills to build trust and deepen relationships with our clients.  You will use problem solving and analytical skills to provide solutions in a simplistic way that is easy for our clients to understand.  You will use time management to maximize the time spent on activities that impactful for the client. 

We're excited to talk with you if:

You possess a college degree and general knowledge of Trust and Bank products services. You have 8 or more years' experience in Trust Administration, problem solving and dispute resolution and assistance with litigation management.

Bonus Points if:

You have a Juris Doctorate or CTFA or CFP.

Compensation Range:

Minimum: $83,200.00 - Maximum: $214,560.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.