Wealth Advisor

UMB Financial Corporation

Base: $63,830.00 - $136,580.00; bonus/equity: annu...
Hybrid
Series 65 registration within 120 days
Bachelor's degree in relevant field
Holistic financial planning delivery
The role involves leading a team-based approach to deliver holistic and personalized financial plans that turn client goals into reality

Job Summary

  • The role involves leading a team-based approach to deliver holistic and personalized financial plans that turn client goals into reality.
  • Compensation ranges from $63,830.00 to $136,580.00 with additional earning potential through annual incentive pay.
  • The company offers comprehensive benefits including paid time off, 401(k) matching, health insurance, and tuition reimbursement.

Matching Summary

The role involves leading a team-based approach to deliver holistic and personalized financial plans that turn client goals into reality.

Salary

Base: $63,830.00 - $136,580.00; Bonus/Equity: Annual incentive pay included; Benefits: Paid time off, 401(k) match, medical/dental/vision

Skills & Requirements

Must-have

  • Series 65 registration within 120 days
  • Bachelor's degree in relevant field
  • Holistic financial planning delivery

Nice-to-have

  • Sales skills with acumen to close new business
  • Proficiency in Salesforce CRM software
  • Experience with eMoney client portal

Key Requirements

  • Series 65 registration required or obtainable within 120 days
  • Bachelor's degree or equivalent education/experience combination
  • Systems thinking and complex problem solving abilities

Work Rights

Not specified

Tailored Resume

Cover Letter