Sr Wealth Advisor

UMB Financial Corporation

Dubuque, IA, US
Base: $69,230.00 - $149,000.00; bonus/equity: annu...
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5+ years financial services experience
Finra series 7 and 66 licenses
Holistic wealth planning delivery
** UMB Financial Corporation is seeking a Senior Wealth Advisor for their Private Wealth Management team in Dubuque, IA. The role involves leading a collaborative team to deliver customized wealth management advice, with a focus on client-centric financial strategies and business development. **

Job Summary

  • The role involves leading a highly integrated team-based approach to ensure client priorities are at the center of every action.
  • Candidates will develop deep understanding of client goals to deliver comprehensive wealth, financial planning, insurance, and estate planning advice.
  • The company offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and a comprehensive health plan.

Matching Summary

Match Score: 75

** UMB Financial Corporation is seeking a Senior Wealth Advisor for their Private Wealth Management team in Dubuque, IA. The role involves leading a collaborative team to deliver customized wealth management advice, with a focus on client-centric financial strategies and business development. **

Salary

Base: $69,230.00 - $149,000.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, PTO, health/dental/vision

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • FINRA Series 7 and 66 licenses
  • Holistic wealth planning delivery
  • Client relationship management
  • Investment and estate planning knowledge

Nice-to-have

  • CFP or CFA professional certification
  • Ultra-high net worth segment experience
  • Salesforce CRM proficiency
  • SEI and Fidelity Wealthscape platform skills
  • Strong written communication skills

Key Requirements

  • Bachelor's degree in relevant field
  • FINRA Series 7 and 63/65 licenses
  • 5+ years applicable experience
  • Ability to attain licenses within 90 days

Work Rights

Not specified

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