Associate Managing Partner Wealth Advisor
Associate Managing Partner Wealth Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 83200 - 178800
1 Vacancy
Job Description
The Private Wealth Management team serves to manage protect and grow. As a fiduciary we deliver financial outcomes for our clients through teambased advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provide 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 Associate Managing Partner you will deliver financial advice to Private Wealth Management clients. You will be primarily focused on advising high value family client segments within the practice. You will serve as the senior mentor for other wealth advisors on the team; regularly providing guidance and feedback on advisory best practices. You will serve as the point of escalation within the team for resolving time sensitive client inquiries and handling complex client situations. You will work collaboratively with the Managing Partner in the practice to deliver on special projects. This role is hybrid (Tues/Wed/Thur onsite).
How youll spend your time:
- You will lead the delivery of comprehensive advice and customized wealth management services to high value clients within the practice.
- You will develop a deep understanding of client wealth planning goals and objectives.
- You will deliver wealth financial planning insurance investment and estate planning advice to clients leveraging financial planners trust officers and portfolio managers within the practice.
- You will partner with Private Banking team to deliver clients lending credit and banking advice.
- You will proactively understand and act upon trends attrition risks and opportunities with clients and prospects.
- You will engage in business development activities managing a personal new business pipeline of client prospects.
- You will assist the Managing Partner to develop centers of influence (both internal and external) as referral sources.
- You will adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
- You will ensure all minimum standards of care are met across all client relationships.
- Other duties as assigned
Were excited to talk to you if:
- You possess a Bachelors degree in relevant field or combination of education and experience that provides an equivalent background.
- You have 5 years of applicable experience within Financial Services.
- You hold FINRA Series 65 license or ability to attain within 90 days.
- You are a great communicator with strong interpersonal skills.
- You show exceptional written communication and presentation skills.
- You show wealth advisor sales skills with acumen to close new business.
- You have knowledge of client service advice delivery and operational best practices.
- You show proficiency in developing centers of influence and adept at personal networking.
- You are proficient in delivering advice across investment tax estate planning and transfer of wealth strategies.
- You have an understanding of how to leverage team resources to drive client growth retention and engagement.
- You are a proven culture carrier and mentor of other advisors.
- You have a high level of emotional intelligence able to read situations accurately and are empathic.
- You are proficient in the Microsoft Office Suite (Word Excel PowerPoint SharePoint).
- You show proficiency in Salesforce CRM software and familiarity in other front office software used by wealth advisors.
- You have proficiency with eMoney client portal and financial planning software.
Bonus points if:
- You hold an advanced degree or professional certification such as CFP or CFA.
Compensation Range:
$83200.00 $178800.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other jobrelated 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
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 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 email to to let us know the nature of your request.
If you are a California resident please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Required Experience:
IC
Employment Type
Full-Time
