Wealth Advisor — Hybrid Team-Driven Planning

UMB Financial Corporation; Dubuque (IA); Hybrid; USD 57,760 - 124,170; Full time

Benefits offered by this job

401(k) matching program

Paid Time Off

Employee assistance program

Job summary

A leading financial services firm is seeking a Wealth Advisor based in Dubuque, IA. This position involves delivering comprehensive financial advice while collaborating with a team to develop customized financial strategies. Candidates should possess a relevant bachelor's degree and excellent communication and organizational skills. A hybrid work model is available (Tues/Wed/Thurs in-office). Competitive salary range from $57,760 to $124,170 with comprehensive benefits is offered.

Qualifications

• Must have or obtain Series 65 registration within 120 days.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Experience in financial services is a plus.

Responsibilities

• Deliver financial advice to a limited number of clients.
• Support other wealth advisors in executing client advice strategies.
• Develop a deep understanding of clients' financial planning processes.

Skills

Communication skills

Organizational skills

Emotional intelligence

Networking

Problem-solving

Education

Bachelor’s degree in relevant field

Tools

Microsoft Office Suite

Salesforce CRM

Job description

A leading financial services firm is seeking a Wealth Advisor based in Dubuque, IA. This position involves delivering comprehensive financial advice while collaborating with a team to develop customized financial strategies. Candidates should possess a relevant bachelor's degree and excellent communication and organizational skills. A hybrid work model is available (Tues/Wed/Thurs in-office). Competitive salary range from $57,760 to $124,170 with comprehensive benefits is offered.