Sr Wealth Advisor

Overview

The Private Wealth Management team serves to manage, protect and grow wealth. As fiduciaries, we deliver financial outcomes for clients through team-based advice, collaborating on holistic and personalized financial plans that turn goals into reality and provide peace of mind. At UMB Private Wealth Management, your story is our focus.

As the Sr. Wealth Advisor
, you will lead a highly integrated team-based approach ensuring 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).

• 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.

• You possess a bachelor’s degree in a relevant field.
• You have 5+ years of applicable experience within Financial Services.
• You have a combination of education and experience that provides an equivalent background.
• You hold FINRA Series 7 and 66 (or 7, 63 and 65) licenses, or ability to attain within 90 days.
• You have systems thinking and complex problem solving skills.
• You are highly organized and can effectively multi-task.
• You are a great communicator with exceptional written communication and presentation skills.
• You have strong wealth advisor sales skills with acumen to close new business.
• You have knowledge of client service, advice delivery and operational best practices.
• You have knowledge of investment, tax, estate planning and transfer of wealth strategies.
• You have proficiency with eMoney client portal and financial planning software.

• You possess an advanced degree or professional certification such as CFP or CFA.
• You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment.
• You have knowledge of banking products, including lending, credit, and deposit solutions.
• You have proficiency in Salesforce CRM software, and familiarity with other front office software used by wealth advisors.
• You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

• Compensation Range: $69,230.00 - $

Note: 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. 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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to  to let us know the nature of your request.

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