Wealth Advisor

UMB Financial Corporation

Kansas City, MO, US
Base: $57,760.00 - $124,170.00; bonus/equity: annu...
Hybrid (mon-thu on-site; fri remote)
Bachelor's degree in relevant field
3 years of applicable experience
Series 65 registration within 120 days
UMB Financial Corporation is seeking a Wealth Advisor to join their Private Wealth Management team in Kansas City, MO. The ideal candidate will deliver comprehensive financial advice in a team-based environment, focusing on client priorities and personalized financial planning

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 deliver comprehensive wealth, financial planning, insurance, investment, and estate planning advice to a limited number of clients.
  • UMB offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and a comprehensive company-sponsored benefit plan.

Matching Summary

Match Score: 85

UMB Financial Corporation is seeking a Wealth Advisor to join their Private Wealth Management team in Kansas City, MO. The ideal candidate will deliver comprehensive financial advice in a team-based environment, focusing on client priorities and personalized financial planning.

Salary

Base: $57,760.00 - $124,170.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, PTO, health/dental/vision, adoption assistance

Skills & Requirements

Must-have

  • Bachelor's degree in relevant field
  • 3 years of applicable experience
  • Series 65 registration within 120 days
  • Holistic financial planning expertise
  • Team-based collaborative approach

Nice-to-have

  • Experience with Salesforce CRM software
  • Proficiency in SEI and Fidelity Wealthscape
  • Strong personal networking skills
  • Sales acumen to close new business
  • High emotional intelligence and empathy

Key Requirements

  • Bachelor's degree or equivalent background
  • Minimum 3 years of applicable experience
  • Must obtain Series 65 registration within 120 days
  • Hybrid work schedule (Mon-Thu on-site)

Work Rights

Not specified

Tailored Resume

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