Associate Managing Partner, Sr Wealth Advisor

1 week ago

Denver, United States UMB Financial Corporation Full time
Duties & Responsibilities

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Deliver financial advice to Private Wealth Management clients

Role Specific Job Duties:
  • Primarily focused on advising high value family client segments within the practice
  • Senior mentor for other wealth advisors on the team; regularly provides guidance and feedback on advisory best practices
  • Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
  • Works collaboratively with the Managing Partner in the practice to deliver on special projects
Function Specific Job Duties:
  • Lead the delivery of comprehensive advice and customized wealth management services to high 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 within 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
  • Engage in business development activities, managing a personal new business pipeline of client prospects
  • Assist the Managing Partner to develop centers of influence (both internal and external) as referral sources
  • 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
Requirements

MINIMUM:
  • Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
  • 5+ years of applicable experience within Financial Services
  • FINRA Series 7 and 66 (or 7, 63 and 65) licenses, or ability to attain within 90 days
PREFERRED:
  • Advanced degree or professional certification such as CFP or CFA
Knowledge & Skills

MINIMUM:

Job Skills:
  • Systems thinking and complex problem solving
  • Attention to detail, yet ability to grasp big picture
  • Highly organized and can effectively multi-task
  • Great communicator with strong interpersonal skills
  • Exceptional written communication and presentation skills
  • Strong wealth advisor sales skills with acumen to close new business
  • Knowledge of client service, advice delivery and operational best practices
  • Proficiency in developing centers of influence and adept at personal networking
  • Proficient in delivering advice across investment, tax, estate planning and transfer of wealth strategies
  • Understanding of how to leverage team resources to drive client growth, retention and engagement
  • Proven culture carrier and mentorship of other advisors
  • High Level of Emotional Intelligence, able to read situations accurately and is empathic
Technical Skills:
  • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
  • Proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors
  • Proficiency with eMoney client portal and financial planning software
Work Environment
  • Type: Office Centric (60% In Office)
  • Location: Various


Compensation Range:
Minimum: $83,200.00 - Maximum: $214,560.00

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 to understand how we collect and use your personal information when you apply for employment with UMB.

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