Wealth Advisor – Private Wealth, Team‑Led & Hybrid

UMB Bank; Dubuque (IA); Hybrid; USD 57,760 - 90,960; Full time

Benefits offered by this job

401(k) matching

Paid holidays

Health insurance

Tuition reimbursement

Job summary

UMB Bank is seeking a Wealth Advisor within Private Wealth Management. The role leads a highly integrated, team-based approach to place client priorities at the center of every action.

This hybrid position requires on-site presence Tue, Wed, and Thu and collaborates with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor, and Service Administrator to align wealth strategy with client objectives.

Qualifications

• Bachelor’s degree in a relevant field or equivalent combination of education and experience.
• Series 65 registration within 120 days of employment or ability to obtain it.
• Systems thinking and complex problem solving.
• Highly organized with strong multi-tasking abilities.
• Professional communicator with strong written and verbal skills.
• High emotional intelligence and teamwork orientation.
• Culture carrier and collaborative teammate.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Deliver financial advice to a limited client base with a team-based approach.
• Support wealth advisors with execution of client strategies and operations.
• Provide comprehensive wealth management services and planning advice.
• Develop deep understanding of the financial planning process with clients.
• Offer wealth, planning, insurance, investment, and estate planning guidance.
• Collaborate with Private Banking to deliver lending and banking advice.
• Proactively identify trends and opportunities with clients and prospects.
• Adopt new platforms/tools to improve efficiency and client experience.
• Maintain minimum standards of care across client relationships.
• Fulfill other duties as assigned.

Skills

Team-based collaboration

Communication skills

Problem solving

multitasking

Emotional intelligence

Financial acumen

Education

Bachelor’s degree

Tools

Salesforce

eMoney

Wealthscape

Workday

Peoplesoft

Archer

Skillport

Hyperion

Microsoft Office

Job description

UMB Bank is seeking a Wealth Advisor within Private Wealth Management. The role leads a highly integrated, team-based approach to place client priorities at the center of every action.

This hybrid position requires on-site presence Tue, Wed, and Thu and collaborates with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor, and Service Administrator to align wealth strategy with client objectives.