Sr Wealth Advisor - UMB Bank
Dallas, TX
About the Job
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 lower value 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:
+ You possess a bachelor’s degree in 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.
Bonus points if:
+ 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 in 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:
Minimum: $69,230.00 - Maximum: $179,300.00
_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 end—a 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.
_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_ _talentacquisition@umb.com_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)
Check out the road to a career at UMB
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 lower value 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:
+ You possess a bachelor’s degree in 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.
Bonus points if:
+ 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 in 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:
Minimum: $69,230.00 - Maximum: $179,300.00
_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 end—a 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.
_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_ _talentacquisition@umb.com_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)
Check out the road to a career at UMB
Source : UMB Bank