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UMB Bank · 2 weeks ago

Wealth Advisor

Rockford, IL

Full-time

Hybrid

Mid Level

$64K/yr - $137K/yr

UMB Bank is focused on managing, protecting, and growing wealth for its clients through a personalized approach. The Wealth Advisor role involves leading a team to deliver tailored financial strategies while ensuring client priorities are central to all actions.

BankingFinanceFinancial Services

Responsibilities

Deliver financial advice to a limited number of clients

Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies

Support the delivery of comprehensive advice and customized wealth management services to clients within the practice

Develop a deep understanding of the financial planning process with clients

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned

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

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 assigned

Other duties as assigned

Qualification

FINRA Series 65 licenseFinancial planningWealth management servicesSalesforce CRMMicrosoft Office SuiteInterpersonal skillsWritten communicationPresentation skillsEmotional intelligenceTeamwork

Required

You possess a bachelor's degree in relevant field or combination of education and experience that provides an equivalent background

You hold FINRA Series 65 license, or ability to attain within 90 days

You are systems thinking and complex problem solving

You are highly organized and can effectively multi-task

You are a professional communicator with interpersonal skills

You excel at written communication and presentation skills

You have a high level of emotional intelligence which allow you the ability to read situations accurately and be empathic

You are a culture carrier and great teammate

You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

Preferred

You have applicable experience within financial services

You are effective in personal networking

You possess sales skills with acumen to close new business

You have experience with financial planning

You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software

You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape

You have working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion