Financial Advisor
UMB Bank(4 days ago)
About this role
A Financial Advisor at UMB's Private Wealth Management team provides tailored financial advice to clients, maintains ongoing relationships, and develops new client connections. The role involves consulting with clients about market trends, investment options, and personal financial planning within a hybrid work setting.
Required Skills
- Financial Planning
- Investment Management
- Client Relations
- Market Trends
- Tax Planning
- Financial Advice
- Communication
- Problem Solving
- Time Management
- Finance
Qualifications
- Bachelor’s Degree
- FINRA Series 7, 63, 65, or 66
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