Wealth Advisor & Client Growth Architect

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

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings account

Flexible spending account

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Financial Corporation seeks an experienced financial advisor to drive proactive sales and ongoing client relationships across investment, insurance, and advisory products. The role involves developing a sales plan to communicate the firm’s investment process to prospects, while partnering with a service team to help clients meet long-term objectives.

A strong background in securities, insurance, and regulatory knowledge is required.

Qualifications

• Knowledge of the financial planning process including securities and trading, life insurance and annuity products, IRA’s and basic estate and tax planning concepts.
• Ability to assess appropriate risk level for the client.
• Knowledge of FINRA, SEC, state & federal laws/regulations.

Responsibilities

• Proactive sales, business development, and ongoing relationship involvement with prospects and clients for investment services.
• Establish and execute sales plan to convey UMB’s investment process and products to targeted prospects and clients.
• Develop and build long term relationships with prospective clients.
• Partner with all members of service team to assist clients to achieve and/or exceed defined long-term objectives.

Skills

Financial planning

Client relationships

Communication

Microsoft Office

Thompson 1/Streetscape

Financial planning tools

Education

College degree

Tools

FINRA Series 7/63/65/66

Job description

UMB Financial Corporation seeks an experienced financial advisor to drive proactive sales and ongoing client relationships across investment, insurance, and advisory products. The role involves developing a sales plan to communicate the firm’s investment process to prospects, while partnering with a service team to help clients meet long-term objectives.

A strong background in securities, insurance, and regulatory knowledge is required.