Senior Financial Advisor — Growth & Client Partnerships

UMB Financial Corporation; Leawood (KS); On-site; USD 103,000 - 126,000; Full time

Benefits offered by this job

401(k) matching

Incentive pay

Paid time off

Health insurance

Tuition assistance

Job summary

UMB Financial Corporation in Leawood, KS seeks a dynamic Wealth Management professional to drive proactive sales, business development, and ongoing client relationships for investment services including mutual funds, insurance, and advisory accounts.

You will establish sales plans, convey UMB’s investment process, collaborate with service teams, and develop long-term client objectives. Requires 7+ years of financial advisory experience, FINRA licenses, and a college degree.

Qualifications

• 7 years financial advisor or investment sales experience.
• FINRA Series 7, 63, 65 or 66 licenses.
• State Life and Health Insurance license or obtained within 120 days of employment.

Responsibilities

• Proactive sales, business development, and ongoing relationship involvement with prospects and clients for investment products and services.
• Establish and execute sales plan to convey UMA's investment process and products to targeted prospects and clients.
• Develop and build long-term relationships with prospective clients and partner with service teams to aid clients in achieving long-term objectives.

Skills

Financial planning

Communication skills

Relationship management

Organizational skills

Team collaboration

Education

College degree

Tools

Microsoft Office

Thompson 1/Streetscape

Financial planning tools

Job description

UMB Financial Corporation in Leawood, KS seeks a dynamic Wealth Management professional to drive proactive sales, business development, and ongoing client relationships for investment services including mutual funds, insurance, and advisory accounts.

You will establish sales plans, convey UMB’s investment process, collaborate with service teams, and develop long-term client objectives. Requires 7+ years of financial advisory experience, FINRA licenses, and a college degree.