Wealth Advisor Sr

UMB Financial
St. Louis
Workplace: HybridFull timeUSD 98,208 - 144,705 annuallyFunction: OtherExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Problem-solving","Organization","Multi-tasking"]

Lead a team-based approach to deliver comprehensive wealth management advice for lower value clients within a private wealth practice. Partner closely with financial planners, private bankers, portfolio and trust advisors, and service administrators to align investment, insurance, tax, and estate planning strategies to client goals. Manage a personal new business pipeline, monitor client trends and attrition risks, and adopt new platforms and technologies to improve efficiency and the client experience.

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UMB Financial
UMB Financial
1 month ago

Wealth Advisor Sr

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Job Summary

Lead a team-based approach to deliver comprehensive wealth management advice for lower value clients within a private wealth practice. Partner closely with financial planners, private bankers, portfolio and trust advisors, and service administrators to align investment, insurance, tax, and estate planning strategies to client goals. Manage a personal new business pipeline, monitor client trends and attrition risks, and adopt new platforms and technologies to improve efficiency and the client experience.
Location: St. Louis
Workplace: Hybrid
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Lead delivery of comprehensive, customized wealth management advice and services to clients within the practice.
  • •Develop and apply deep understanding of client wealth planning goals and objectives to build aligned wealth strategy.
  • •Deliver wealth, financial planning, insurance, investment, and estate planning advice in partnership with assigned team members.
  • •Partner with Private Banking to deliver lending, credit, and banking advice to clients.
  • •Manage a personal new business pipeline and proactively act on trends, attrition risks, and opportunities; adopt new platforms and technologies to improve client experience.

Pay and Benefits

Salary: USD 98,208 - 144,705 annually
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionFlex SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •Bachelor’s degree in a relevant field.
  • •5+ years of applicable experience within Financial Services.
  • •Series 65 registration within 120 days of employment (must have or obtain).
  • •Strong systems thinking and complex problem-solving skills.
  • •Exceptional written communication and presentation skills.
Experience:5+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationPresentationProblem-solvingOrganizationMulti-tasking
Licenses:Series 65
Certifications:Series 65CFPCFA
Tech Stack:EMoneySalesforceSEIFidelity 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
WebsiteLinkedIn