Wealth Advisor
UMB Bank(4 months ago)
About this role
As a Wealth Advisor on the Private Wealth Management team, you will lead a comprehensive, team-based approach to delivering tailored financial advice and strategies that align with clients' priorities. This hybrid role involves close collaboration with various financial professionals to create and execute wealth management plans, ensuring clients receive personalized service and support in achieving their financial goals.
Required Skills
- Financial Planning
- Team Collaboration
- Client Relationship Management
- Wealth Management
- Investment Strategy
Qualifications
- Bachelor's Degree
- Series 65 Registration
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