Senior Retirement Planning Advisor

UMB Bank; United States; Remote; USD 141.000 - 208.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid time off

Health benefits

Zusammenfassung

UMB Bank is seeking a Retirement Client Advisor to cultivate new business opportunities and manage a defined client book. You will serve as the primary contact, present formal proposals, and nurture ongoing prospects for new business development.

The role emphasizes building client loyalty by listening to needs, educating clients about market conditions and plans, and collaborating with internal teams to deliver tailored investment solutions.

Qualifikationen

• Bachelor’s Degree in Business Administration/Management, Finance or related field or equivalent work experience.
• 5-7 years in the financial services industry with a minimum of 3 years specific experience in a sales role.
• Broad knowledge of financial markets, asset allocation principles, and financial products.
• Experience in investment manager selection and monitoring a plus.
• Prior experience with DC retirement plans and understanding of ERISA, DOL, and IRS.

Aufgaben

• Delivers exceptional service in managing book of business and building client relationships.
• Partners with internal Portfolio Management and Research to understand market narrative, manager selection and monitoring, and communicate recommendations.
• Regularly meets with clients for ongoing plan/investment reviews.
• Educates and communicates with clients about market conditions, plan investments, performance, strategy, and regulatory changes.
• Provides consultation to plan sponsors on education program development to support objectives.
• Facilitate or deliver participant education and advice.
• Creates and maintains networking relationships to build a pipeline of business.
• Achieves annual new business revenue goals for assigned accounts/territory.
• Maintains client information in a CRM tool.
• Understands benefits of products and differentiates UMB Retirement Services from competition.
• Provides interdisciplinary expertise to clients with bank leadership and other departments.
• Performs other duties as assigned.

Kenntnisse

Client relationships

Sales experience

Communication skills

CRM familiarity

Problem solving

Ausbildung

Bachelor's Degree in Business Admin/Finance

Tools

CRM software

Jobbeschreibung

UMB Bank is seeking a Retirement Client Advisor to cultivate new business opportunities and manage a defined client book. You will serve as the primary contact, present formal proposals, and nurture ongoing prospects for new business development.

The role emphasizes building client loyalty by listening to needs, educating clients about market conditions and plans, and collaborating with internal teams to deliver tailored investment solutions.