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The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client relationships with Private Wealth’s ultra-high net worth Trust market segment. The PWTSA will grow and service an existing book of clients
Position Requirements What Experience You Need: Bachelors degree in Business, Finance, Accounting or Law required Advanced degree (such as JD) required Series 7 and 66 required within 6 months of hire Insurance license required 6 months
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