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UMB BANK NA

Intern

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$107,221 / year median in California

+5% projected growth

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Job Description

The Corporate Trust team is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance, and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. As the Corporate Trust Intern , you will work within the Corp Trust and Escrow group, helping with municipal bond administration and trustee services. As a Corporate Trust Intern, you will have a healthy mix of team-oriented and autonomous work. How you will spend your time: You will gain exposure to different teams and business partners in the Corp Trust and Escrow industry You will help new accounts be onboarded You will assist in keeping accounts current and in good standing You will assist with client outreach and take action steps for ticklers and aged receivables You will complete audit confirmations for clients You will be apart of ongoing training for professional development within Corporate Trust We're excited to talk with you if: You are currently enrolled in a bachelor's program You are proficient Excel You are proficient in professional written and verbal communication You have an interest in numbers and calculations This position was posted on 09/03/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$33,786 - $49,698 The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 talentacquisition@umb.com 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. #LI-BW1

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • Professional Development
  • 401(k) Plans