Sr. Wealth Advisor

UMB Financial Corporation

Base: $69,230.00 - $149,000.00; bonus/equity: annu...
Hybrid
Series 65 registration within 120 days
Bachelor's degree in relevant field
5+ years financial services experience
The Sr. Wealth Advisor leads a highly integrated team-based approach ensuring client priorities are at the center of every action

Job Summary

  • The Sr. Wealth Advisor leads a highly integrated team-based approach ensuring client priorities are at the center of every action.
  • This role involves delivering wealth, financial planning, insurance, investment, and estate planning advice by leveraging assigned specialists.
  • UMB offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and comprehensive health coverage.

Matching Summary

The Sr. Wealth Advisor leads a highly integrated team-based approach ensuring client priorities are at the center of every action.

Salary

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

Skills & Requirements

Must-have

  • Series 65 registration within 120 days
  • Bachelor's degree in relevant field
  • 5+ years financial services experience
  • Client wealth planning goals understanding
  • Investment tax estate planning knowledge

Nice-to-have

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

Key Requirements

  • Must have Series 65 registration or obtain within 120 days
  • Bachelor's degree required
  • Minimum 5 years applicable experience in Financial Services

Work Rights

Not specified

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