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Estate Planning Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

You will create and lead presentations to external and internal COIs on estate planning techniques ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer Sr

Milwaukee, WI

$117K - $173K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer Sr

Milwaukee, WI · On-site

$91K - $196K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer

Milwaukee, WI · On-site

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Deloitte

Tax Senior - Private Wealth

Milwaukee, WI

$80K - $99K/yr

... and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services. Qualifications Required : * Ability to perform job ...

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Trust Sales Advisor

UMB Financial Corporation

Madison, WI • On-site

$110K - $235K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

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 including many of PWM's high-profile and more complex client relationships, in particular those requiring complex trust administration.
This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our most highly-complex and high-value client's Trust and Investment Management accounts.
How you'll spend your time:
  • You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.

  • You will steer administration of Client's wealth and trust accounts by being trusted partner.

  • You will lead high performance service delivery to clients by coordinating team delivering services.

  • You will manage and expand high-profile client relationships.

  • You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives.

  • You will lead a proactive, high-touch communication plan for all clients.

  • You will provide wealth management subject matter expertise.

  • You will participate in and attend meetings and functions as assigned.

  • You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.

  • You will serve as the primary driver of new trust relationships for the market.

  • You will coordinate and assign the team members of new trust relationships transitioning those accounts to those team members.

  • Other duties as assigned.

We're excited to talk to you if...
  • You possess a Bachelor's degree.

  • You have 10+ years' experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.

  • You have experience in Complex Trust Administration.

  • You understand Business Development & COI Development.

  • You possess Leadership Skills.

  • You have a high level of emotional intelligence.

  • You demonstrate excellent communication and presentation skills.

  • You are an expert on wealth management issues pertinent to UHNW families.

  • You have good relationship management skills.

  • You have the ability to address client concerns and needs.

  • You demonstrate understanding of investment strategies utilized by UHNW clients.

  • You demonstrate understanding of tax challenges of UHNW clients.

  • You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.

  • You demonstrate extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).

  • You have the ability to identify and find solutions for unique assets of UHNW client including, commercial properties, LLCs, oil and gas, alternative energy, ranch and farm properties.

Bonus points if...
  • You have one or more of the following credentials: MBA, CFA, CFP®, CPA, CTFA, or JD.

  • You have supervisory or team leadership experience.

  • You have 5+ years in demonstrated sales position.

  • You are active in community and professional organizations; considered a leader in the community.

  • You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment
Hybrid. Travel as needed.
Supervision/Management: No direct management responsibilities
*This person could office in IL, IA, MN or WI .*
Compensation Range:
$110,250.00 - $235,810.00
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 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.

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