Be part of something more.
A majority of our time is spent at work. We believe that time most meaningful when its spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we wont be constantly looking over your shoulderyoull be empowered to do whats right for our customers. Most importantly, were a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they wont find elsewhere.
Are you ready to be part of something more?
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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 . Youll 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 opportunity . UMBers are known for having multiple careers here and having their voices heard.
UMBs Private Wealth Management custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future.
The Financial Advisor is responsible for maintaining the ongoing client relationships with clients by maintaining regular communication with the client and working in consultation with the clients other advisors as well as being responsible for leading in the development of new client relationships. The Financial Advisor will discuss investment performance, economic and market trends while presenting financial and tax planning options and opportunities to our clients.
At UMB, we want to be everything to our clients. For us to support that, we strive to make our associates well rounded and encourage them to approach situations in a collaborative way. UMB recognizes that the care we provide to our clients wont be top notch if our associates dont feel supported in what is important to them. To ensure we do this, we provide training and support to encourage success in our associates career. We also recognize that work/life balance and community involvement is important to many of our associates, so we make sure to think outside the box and provide options and opportunities for our associates.
How youll spend your time:
Clear, crisp and concise communication skills to provide financial advice and build trust with our clients and deepening the relationship.
Problem solving, and analytical skills will be used to provide solutions in a simplistic way that is easy for our clients to understand.
You will use time management to maximize the time spent on activities that impactful for the client.
Were excited to talk with you if:
Bachelors Degree or equivalent experience
7 or more years success as a Financial Advisor
Licenses: FINRA Series 7, 63, 65, or 66 or ability to obtain within 120 days of employment
The pay range for a candidate selected for this position who is based in Colorado is typically commission structure. The selected candidates actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.
UMB offers competitive and varied benefits to its associates including 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.
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 firstname.lastname@example.org or call 816-860-7972 to let us know the nature of your request.