Financial Advisor - Dubuque
14 hours ago
Job description
UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future.
As the Financial Advisor, you will be responsible for maintaining the ongoing client relationships by maintaining regular communication with the client and working in consultation with the client's other advisors as well as being responsible for leading in the development of new client relationships. The Financial Advisor, through a planning-led approach, will discuss investment performance, economic and market trends while presenting financial and tax planning options and opportunities to our clients. This role is hybrid (Tues/Wed/Thur on site).
How you'll spend your time:
- Provide clear, crisp and concise communication skills to provide financial advice and build trust with our clients and deepening the relationship.
- Problem solving, and analytical skills will be used to provide solutions in a simplistic way that is easy for our clients to understand.
- You will use time management to maximize the time spent on activities that are impactful for the client.
We're excited to talk to you if:
- You possess a bachelor's degree or equivalent experience.
- You have 7 or more years success as a Financial Advisor.
- You hold the FINRA Series 7, 63, 65, or 66 licenses or have the ability to obtain within 120 days of employment.
Compensation Range:
$20, $208,200.00The 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.
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