Sr Wealth Advisor

Sr. Wealth Advisor

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.

As the Sr. Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues / Wed / Thur on-site).

How you'll spend your time :

• Lead the delivery of comprehensive advice and customized wealth management services to clients within the practice.
• Develop a deep understanding of client wealth planning goals and objectives.
• Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice.
• Partner with Private Banking team to deliver clients lending, credit, and banking advice.
• Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
• Opportunistically engage in business development activities, managing a personal new business pipeline of client prospects.
• Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
• Ensure all minimum standards of care are met across all client relationships.
• Other duties as assigned.

We're excited to talk to you if :

Bonus points if :

Compensation Range : $69,230.00 - $149,000.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more? You're more than a means to an enda way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.