Senior Financial Advisor – Investments & Client Growth

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

Job summary

UMB Bank in Leawood, KS is seeking an experienced Financial Advisor to drive proactive sales and ongoing relationship management for investment services, including brokerage, insurance, and advisory products.

You will develop and execute sales plans, build long-term client relationships, and partner with the service team to help clients achieve objectives. Travel up to 10% in territory is required.

Qualifications

• Knowledge of financial planning process including securities and insurance.
• Ability to assess client risk levels and advise accordingly.
• Strong communication and presentation skills for diverse clients.
• Experience managing client relationships and sales cycles.
• Proficiency with Microsoft Office and financial planning tools.

Responsibilities

• Proactive sales and business development for investment services.
• Establish and execute sales plans to convey investment processes and products.
• Develop long-term relationships with prospects and clients.
• Collaborate with service team to help clients achieve long-term objectives.
• Travel up to 10% in territory.

Skills

Financial planning

Relationship management

Sales process

Communication/presentation

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

FINRA Series 7, 63, 65/66

Life/Health Insurance license (or within 120 days)

Thompson 1/Streetscape

Job description

UMB Bank in Leawood, KS is seeking an experienced Financial Advisor to drive proactive sales and ongoing relationship management for investment services, including brokerage, insurance, and advisory products.

You will develop and execute sales plans, build long-term client relationships, and partner with the service team to help clients achieve objectives. Travel up to 10% in territory is required.