Sr Wealth Advisor
UMB Bank(4 months ago)
About this role
The Sr. Wealth Advisor at UMB Private Wealth Management leads a highly integrated team-based approach to ensure the client’s priorities are at the center of every action. The role involves collaborating with various financial professionals to build comprehensive wealth strategies that align with client objectives, fostering trust through personalized service and sound financial advice.
Required Skills
- Client Relationship Management
- Wealth Strategy Development
- Financial Planning
- Investment Advice
- Business Development
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 66
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