Financial Advisor

Investment Services Sales RepresentativeProactive sales, business development, and ongoing relationship involvement with prospects and clients for investment (brokerage, insurance, and investment advisory) services. Establish and execute sales plan to convey UMB's investment process and products to targeted prospects and clients. Develop and build long term relationships with prospective clients. Partner with all members of service team to assist clients to achieve and/or exceed defined long-term objectives. Other duties as assigned. Products include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank.RequirementsMinimum:7 years financial advisor or investment sales experience or any combination of education and experience that provides an equivalent backgroundCollege Degree or equivalent experienceLicenses: FINRA Series 7, 63, 65 or 66. State Life and Health Insurance or obtained within 120 days of employmentClean U-4Knowledge of FINRA, SEC, state & federal laws/regulations.Preferred:CFP, CIMAKnowledge & SkillsMinimum:Knowledge of the financial planning process including securities and trading, life insurance and annuity products, IRA's and basic estate and tax planning concepts.Ability to assess appropriate risk level for the clientCommunication and presentation skills to communicate to a broad range of prospects/clientsAbility to manage client relationship and sales processComputer literate in Microsoft Office, Thompson 1/Streetscape, Financial Planning ToolsPreferred:Knowledge of UMBFC or investment products and servicesAbility to lead, leverage, influence and partner with team members' strengths in areas of the sales cycle and relationship management.Good organizational and management skills (coaching, teaching, supervisory)Active in community and professional organizations.Development ResourcesLicense & certifications as neededDepartment colleagues & materialsSales ConferenceWealth Mgmt Professional DevelopmentSales Essentials & Professional DevelopmentWork EnvironmentTypical office environment. Travel required 10% in assigned territory.