Retirement Client Advisor

UMB Financial Corporation

Dallas, Texas, United States
Base: $110,250.00 - $235,810.00; bonus/equity: ann...
5+ years financial services experience
3+ years sales role experience
Dc retirement plans knowledge
The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan

Job Summary

  • The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan.
  • This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs while delivering an unparalleled customer experience.
  • UMB offers competitive benefits including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health insurance coverage.

Matching Summary

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan.

Salary

Base: $110,250.00 - $235,810.00; Bonus/Equity: Annual incentive pay included; Benefits: Paid time off, 401(k) match, medical dental vision

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • 3+ years sales role experience
  • DC retirement plans knowledge
  • ERISA DOL IRS regulations understanding
  • Plan design compliance testing expertise

Nice-to-have

  • CFA CIMA QPFC CFP certification preferred
  • Investment manager selection experience
  • Participant education program development
  • Strong networking relationship building
  • Unparalleled customer service delivery

Key Requirements

  • Bachelor's degree in Business Administration Management or Finance
  • Minimum 5 years financial services industry experience
  • Minimum 3 years experience in a sales role
  • Prior experience with DC retirement plans required
  • Solid understanding of ERISA DOL and IRS regulations

Work Rights

Not specified

Tailored Resume

Cover Letter