Financial Advisor

UMB Financial
United States
Workplace: HybridFull timeUSD 102,960 - 125,840Function: SalesEducation: bachelorsSkills: ["Communication","Presentation skills","Relationship management","Sales process management","Organizational skills"]

Build and execute sales plans to convey UMB’s investment process and products to targeted prospects and clients. Drive proactive business development and ongoing relationship management across brokerage, insurance, and investment advisory offerings. Partner with the service team to help clients meet and/or exceed long-term objectives, while developing long-term relationships and expanding product fit across mutual funds, managed accounts, and fixed income and equity securities.

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UMB Financial
UMB Financial
1 month ago

Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Build and execute sales plans to convey UMB’s investment process and products to targeted prospects and clients. Drive proactive business development and ongoing relationship management across brokerage, insurance, and investment advisory offerings. Partner with the service team to help clients meet and/or exceed long-term objectives, while developing long-term relationships and expanding product fit across mutual funds, managed accounts, and fixed income and equity securities.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively sell investment products and services through ongoing engagement with prospects and clients.
  • •Establish and execute a sales plan to communicate UMB’s investment process and products.
  • •Develop and build long-term client relationships.
  • •Partner with the service team to help clients achieve and/or exceed long-term objectives.
  • •Perform other assigned duties.
Travel: Low travel

Pay and Benefits

Salary: USD 102,960 - 125,840
Perks:Paid Leave401kHealth InsuranceDentalVisionPaid HolidaysLearning BudgetGym Membership

Key Requirements

  • •7 years of financial advisor or investment sales experience
  • •College degree or equivalent experience
  • •FINRA Series 7, 63, 65 or 66 licenses and State Life and Health Insurance (or obtained within 120 days)
  • •Clean U-4
  • •Knowledge of FINRA, SEC, and state/federal laws and regulations
Experience:Financial servicesInvestment advisoryWealth management
Education:Bachelor's
Skills:CommunicationPresentation skillsRelationship managementSales process managementOrganizational skills
Licenses:FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66State Life InsuranceState Health Insurance
Certifications:CFPCIMA
Tech Stack:Microsoft OfficeThompson 1StreetscapeFinancial Planning Tools

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn