Wealth Advisor Sr
Posted on Nov 12, 2018 by UMB Bank
What You'll Do:
The Wealth Advisor will primarily be responsible for identifying opportunities in the high-net-worth market segment through direct prospecting, development of centers of influence (both internal and external) as referral sources, and development of networks with other key influencers resulting in new HNW relationships at UMB. The Wealth Advisor will need to educate, advise and profile prospects/clients to develop customized wealth management strategies to meet the prospects/clients needs and objectives. The Wealth Advisor will communicate to a broad range of prospects/clients; deliver top-notch presentations and clearly convey the UMB culture, wealth management issues, investment philosophy, and range of investment and non-investment solutions that are relevant to the prospect/client. Additionally, the Wealth Advisor will need to possess a high degree of emotional intelligence and be able to leverage other team member's strengths in all areas of the sales cycle and relationship management. Must be able to establish rapport, lead the team in prospecting, pipeline management and relationship management of HNW relationships. Other duties as assigned.
Who You Are:
- 7 or more years success as trust and investment sales to high net worth clients
- Bachelors Degree or equivalent experience
- Licenses: FINRA Series 65 or 7 and 66 or ability to obtain within 90 days
- Presentation and communication skills with ability to translate complex strategies into layman/client terms and influence next steps
- Ability to lead, influence and partner with internal team members leveraging strengths, knowledge and expertise
In this Role, You will Need:
-Business Development,COI development (internal and external), creative networking
-Strong Sales Skills,Recognizes sales opportunities and pursues them vigorously
-Expert on Wealth Management Issues, Expert knowledge level of issues relevant to HNW
-Strong Leadership Skills, Leads and leverages individual team members strengths
-High Level of Emotional Intelligence ,Able to read situations accurately and is empathic
-Strong Profiling Skills, Profiles clients to determine needs and develop a customized plan
-Excellent Communication and Presentation Skills, Can verbalize and breakdown complex strategies in terms prospects/clients understand
-Strong Relationship Management Skills , Seen as advocate in client eyes, is reliable and consistent
2 South Broadway
We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!
What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development:We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion:We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.
Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.