Senior Wealth Advisor - Private Wealth (Hybrid Lead)
UMB Financial Corporation
UMB Financial Corporation seeks a Sr. Wealth Advisor in a hybrid role (Tues/Wed/Thur on-site) to lead a team-based wealth guidance strategy. You will coordinate with planners, trust officers, and portfolio managers to tailor comprehensive plans for clients. Expect engagement in charitable and estate planning, as well as ongoing client relationship growth. You should have a bachelor’s degree, 5+ years in financial services, and the Series 65 within 120 days. #J-18808-Ljbffr UMB Financial Corporation
Vacancy posted 5 days ago
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