Wealth Advisor

About the role

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.

Responsibilities

• Deliver financial advice to a limited number of clients.
• Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies.
• Support the delivery of comprehensive advice and customized wealth management services to clients within the practice.
• Develop a deep understanding of the financial planning process with clients.
• Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned.
• Partner with Private Banking team to deliver clients lending, credit, and banking advice.
• Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
• Adept new platforms and technologies to drive operational efficiency and enhance the client experience.
• Ensure all minimum standards of care are met across all client relationships assigned.
• Other duties as assigned.

Requirements

• Possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
• Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment.

Qualifications

• Systems thinking and complex problem solving.
• Highly organized and can effectively multi-task.
• Professional communicator with interpersonal skills.
• Excel at written communication and presentation skills.
• High level of emotional intelligence which allow you the ability to read situations accurately and be empathic.
• Culture carrier and great teammate.
• Proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Skills

• Applicable experience within financial services.
• Effective in personal networking.
• Sales skills with acumen to close new business.
• Experience with financial planning.
• Proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
• Working knowledge of UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• Working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion.

Benefits

Compensation Ranges US Employees in California, Washington DC, New Jersey, and New York $69,920 - $109,460
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin $63,830 - $100,210
US Employees in all other states not listed above $57,760 - $90,960

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.