UMB Financial Corporation

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Trust Advisor I

at UMB Financial Corporation

Posted: 5/24/2019
Job Status: Full Time
Job Reference #: 1397750
Keywords: planning

Job Description

What You'll Do
Builds long term client relationships through quality customer service, anticipating client needs, communications, client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. Works 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. Provides solution oriented planning for high net worth clients including: Solutions using Family Limited Partnerships, Limited Liability Companies, S-Corps, C-Corps, etc. Coordination of wealth strategy planning. When providing services for Wealth Solutions (or similar type of accounts) or for accounts without an assigned Portfolio Manager, the Trust Advisor will provide investment management services for clients, ie: Assess the appropriate risk level for the client or trust through active listening and inquiry and properly document the establishment of the Investment Policy Statement.
Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations. Other duties as assigned.

Requisition Number
10660BR

At UMB
We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Work Schedule
Monday-Friday: 8:00am-5:00pm

Division Name
Personal Banking

City
Kansas City

Preferred Requirements
-Advanced degree (relative to financial & estate planning).
-Juris Doctorate
-Supervisory exp
-CTFA or CFP
-Demonstrated ability to sell; competitive and results oriented

Job Title
Trust Advisor I

Address
1010 Grand Blvd

Shift
Full Time

State
MO

In this Role, You will Need
-General knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).
-Problem solving, dispute resolution and litigation management
-Current knowledge of company policies and procedures, state and federal laws and regulations.
-Microsoft Office (Word, Excel, Outlook, etc)
-Interpersonal skills with an ability to develop and cultivate internal and external relationships

Who You Are
-Undergrad degree
-Prior sales experience
-2+ yr demonstrated applicable exp
-Basic investment knowledge