UMB Financial

4 weeks ago

Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Deliver fiduciary wealth and financial planning advice to a limited client base, building customized strategies aligned to client goals. Partner with an integrated team (financial planner, private banker, portfolio and trust advisors, and service administrators) to provide wealth, insurance, investment, and estate planning guidance, including lending and credit advice. Maintain care standards, monitor client trends and risks, and adopt new platforms and technologies to improve efficiency and client experience.

Location: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Deliver fiduciary financial advice and customized wealth management services to assigned clients.
•Lead a team-based approach working with financial planner, private banker, portfolio manager, trust advisor, and service administrator to build wealth strategies aligned to client objectives.
•Provide wealth, financial planning, insurance, investment, and estate planning advice, as assigned.
•Partner with the Private Banking team to deliver clients’ lending, credit, and banking advice.
•Monitor client trends and attrition risks, adopt new platforms and technologies to improve efficiency and client experience, and ensure minimum standards of care are met.

Pay and Benefits

Salary: USD 63,830 - 100,210 annually

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

•Bachelor’s degree in a relevant field or equivalent combination of education and experience.
•Must have, or be able to obtain, Series 65 registration within 120 days of employment.
•Demonstrated systems thinking and complex problem-solving abilities.
•Highly organized with strong multitasking skills.
•Professional communication skills, including written communication and presentation skills.

Experience:Financial servicesFinancial planning

Education:Bachelor's

Skills:Systems thinkingComplex problem solvingOrganizationProfessional communicationEmotional intelligence

Certifications:Series 65

Tech Stack:Microsoft Office SuiteWordExcelPowerPointSharePointSalesforceEMoney client portalSEIFidelity WealthscapeWorkdayPeopleSoftArcherSkillportHyperion

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

Website LinkedIn

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UMB Financial

4 weeks ago

Wealth Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Deliver fiduciary financial advice and customized wealth management services to assigned clients.
•Lead a team-based approach working with financial planner, private banker, portfolio manager, trust advisor, and service administrator to build wealth strategies aligned to client objectives.
•Provide wealth, financial planning, insurance, investment, and estate planning advice, as assigned.
•Partner with the Private Banking team to deliver clients’ lending, credit, and banking advice.
•Monitor client trends and attrition risks, adopt new platforms and technologies to improve efficiency and client experience, and ensure minimum standards of care are met.

Pay and Benefits

Salary: USD 63,830 - 100,210 annually

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

•Bachelor’s degree in a relevant field or equivalent combination of education and experience.
•Must have, or be able to obtain, Series 65 registration within 120 days of employment.
•Demonstrated systems thinking and complex problem-solving abilities.
•Highly organized with strong multitasking skills.
•Professional communication skills, including written communication and presentation skills.

Experience:Financial servicesFinancial planning

Education:Bachelor's

Skills:Systems thinkingComplex problem solvingOrganizationProfessional communicationEmotional intelligence

Certifications:Series 65

Tech Stack:Microsoft Office SuiteWordExcelPowerPointSharePointSalesforceEMoney client portalSEIFidelity WealthscapeWorkdayPeopleSoftArcherSkillportHyperion

Company Brief

UMB Financial

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

Website LinkedIn