Jobs
>
Dallas

    Sr Wealth Advisor - Dallas, United States - UMB Financial Corporation

    UMB Financial Corporation
    UMB Financial Corporation Dallas, United States

    1 week ago

    Default job background
    Description

    The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides 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 Sr. Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site).

    How you'll spend your time:

    • Lead the delivery of comprehensive advice and customized wealth management services to lower 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 assigned to 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.
    • Opportunistically engage in business development activities, managing a personal new business pipeline of client prospects.
    • 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.
    We're excited to talk to you if:
    • You possess a bachelor's degree in relevant field.
    • You have 5+ years of applicable experience within Financial Services.
    • You have a combination of education and experience that provides an equivalent background.
    • You hold FINRA Series 7 and 66 (or 7, 63 and 65) licenses, or ability to attain within 90 days.
    • You have systems thinking and complex problem solving skills.
    • You are highly organized and can effectively multi-task.
    • You are a great communicator with exceptional written communication and presentation skills.
    • You have strong wealth advisor sales skills with acumen to close new business.
    • You have knowledge of client service, advice delivery and operational best practices.
    • You have knowledge of investment, tax, estate planning and transfer of wealth strategies.
    • You have proficiency with eMoney client portal and financial planning software.
    Bonus points if:
    • You possess an advanced degree or professional certification such as CFP or CFA.
    • You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment.
    • You have knowledge of banking products, including lending, credit, and deposit solutions.
    • You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors.
    • You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
    • You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.
    Compensation Range:
    Minimum: $69, Maximum: $179,300.00

    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 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.
  • Hanover

    Wealth Advisor

    1 week ago

    Hanover Dallas, United States

    Our client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track ...

  • Hanover

    Wealth Advisor

    1 day ago

    Hanover Dallas, United States

    Our client is one of the largest investment managers in the country and is building out its wealth management arm. · They are looking to bring in an experienced Wealth Advisor to their Dallas team. · The ideal candidate will be a true business developer and have a proven track r ...

  • The Judson Group

    Wealth Advisor

    1 week ago

    The Judson Group Dallas, United States

    Reference Number: MH7043 · Location: Dallas, Texas · Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a · Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment manageme ...

  • Windward Recruiting

    Wealth Advisor

    1 week ago

    Windward Recruiting Dallas, United States

    The · Wealth Manager · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Manager role has responsibility for managing existing client relationships ...

  • RWR Enterprises Inc.

    Wealth Management Advisor

    5 days ago

    RWR Enterprises Inc. Dallas, United States

    Wealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...

  • Richard, Wayne & Roberts

    Wealth Management Advisor

    6 days ago

    Richard, Wayne & Roberts Dallas, United States

    Wealth Management Advisor · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve ...

  • Weaver

    Senior Wealth Advisor

    1 week ago

    Weaver Dallas, United States

    Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched · Weaver Capital Advisors, LLC . The firm is expanding into this new advisory service area to help high net worth a ...

  • UMB Bank

    Sr Wealth Advisor

    1 week ago

    UMB Bank Dallas, United States

    The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. ...

  • UpTick Financial- Advisor Recruiters and Consultants

    Private Wealth Advisor

    3 days ago

    UpTick Financial- Advisor Recruiters and Consultants Dallas, United States

    Company Description: · Our esteemed client, a distinguished global leader in independent investment advisory services, commands a staggering portfolio exceeding $200 billion in assets under management across the globe. With an unwavering dedication to personalized wealth manageme ...

  • New York Life

    Wealth Management Advisor

    2 days ago

    New York Life Dallas, United States

    Job Description · Job DescriptionSales Representative - Interview with one of the Top New York Life Partners in Dallas First year average is $120k per advisor in the Dallas office · Licensed or Unlicensed, we want to talk to you if you're ready to secure your future with one of t ...

  • Richard, Wayne & Roberts

    VP Private Wealth Advisor

    1 week ago

    Richard, Wayne & Roberts Dallas, United States

    VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning) · Dallas TX · Assisting our Client, a focused investment management group offering equity solutions. · Innovative respected firm that serves a prestigious client base. Very collaborative culture. ...

  • BOK Financial

    Senior Advisor, Private Wealth

    1 week ago

    BOK Financial Dallas, United States

    Req ID:74331 Location: Dallas -DAL Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/10/2024 BOK Financial, Headquartered in Tulsa, ...

  • Westwood Holdings Group

    VP, Private Wealth Advisor

    4 days ago

    Westwood Holdings Group Dallas, United States

    WHO WE ARE · Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clie ...

  • Virtus Investment Partners

    Wealth Advisor, Salt Lake City

    1 week ago

    Virtus Investment Partners Dallas, United States

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management, a ...

  • Virtus Investment Partners

    Wealth Advisor, Salt Lake City

    1 week ago

    Virtus Investment Partners Dallas, United States

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Job Description · Kayne Anderson Rudnick Investment Manag ...

  • Virtus Investment Partners

    Wealth Advisor, Salt Lake City

    2 weeks ago

    Virtus Investment Partners Dallas, United States

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · If you want to know about the requirements for this role, ...

  • Westwood Holdings Group

    SVP, Private Wealth Advisor Lead

    1 week ago

    Westwood Holdings Group Dallas, United States

    WHO WE ARE · Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clie ...

  • Westwood Holdings Group

    SVP, Private Wealth Advisor Lead

    6 days ago

    Westwood Holdings Group Dallas, United States

    WHO WE ARE · Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clie ...

  • RWA Wealth Partners LLC

    Wealth Advisor

    1 week ago

    RWA Wealth Partners LLC Southlake, United States

    Job Description · Job Description · Organization · RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ...

  • The Judson Group

    Wealth Advisor

    1 week ago

    The Judson Group Fort Worth, United States

    Wealth Advisor – CFP or CFA | Fort Worth, Texas · Reference Number: MHH7430 · Location: Fort Worth, Texas · Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a · Wealth Advisor · to their Fort Worth team. The ideal candid ...