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Associate Managing Partner, Wealth Advisor

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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 provide 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 Associate Managing Partner, you will deliver financial advice to Private Wealth Management clients. You will be primarily focused on advising high value family client segments within the practice. You will serve as the senior mentor for other wealth advisors on the team; regularly providing guidance and feedback on advisory best practices. You will serve as the point of escalation within the team for resolving time sensitive client inquiries and handling complex client situations. You will work collaboratively with the Managing Partner in the practice to deliver on special projects. This role is hybrid (Tues/Wed/Thur on-site).

How you’ll spend your time:

You will lead the delivery of comprehensive advice and customized wealth management services to high value clients within the practice.

You will develop a deep understanding of client wealth planning goals and objectives.

You will deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers within the practice.

You will partner with Private Banking team to deliver clients lending, credit, and banking advice.

You will proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.

You will engage in business development activities, managing a personal new business pipeline of client prospects.

You will assist the Managing Partner to develop centers of influence (both internal and external) as referral sources.

You will adopt new platforms and technologies to drive operational efficiency and enhance the client experience.

You will 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 or combination of education and experience that provides an equivalent background.

You have 5+ years of applicable experience within Financial Services.

You hold FINRA Series 65 license, or ability to attain within 90 days.

You are a great communicator with strong interpersonal skills.

You show exceptional written communication and presentation skills.

You show wealth advisor sales skills with acumen to close new business.

You have knowledge of client service, advice delivery and operational best practices.

You show proficiency in developing centers of influence and adept at personal networking.

You are proficient in delivering advice across investment, tax, estate planning and transfer of wealth strategies.

You have an understanding of how to leverage team resources to drive client growth, retention and engagement.

You are a proven culture carrier and mentor of other advisors.

You have a high level of emotional intelligence, able to read situations accurately and are empathic.

You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

You show proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors.

You have proficiency with eMoney client portal and financial planning software.

Bonus points if:

You hold an advanced degree or professional certification such as CFP or CFA.

Compensation Range:

$83,200.00 - $178,800.00

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 talentacquisition@umb.com 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.

Average salary estimate

$131000 / YEARLY (est.)

min

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$83200K

$178800K

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What You Should Know About Associate Managing Partner, Wealth Advisor, UMB Financial Corporation

Are you ready to elevate your career as an Associate Managing Partner, Wealth Advisor at UMB Private Wealth Management in Leawood, Kansas? In this dynamic role, you'll not only provide expert financial advice to high-value client segments but also mentor fellow wealth advisors, ensuring the delivery of exceptional financial outcomes through team collaboration. Here, your clients' stories matter – you will cultivate strong relationships and understand what truly drives their wealth planning goals. This hybrid position offers the chance to work in a supportive environment where you can thrive professionally while also leveraging technology to boost efficiency and enhance client experiences. You'll be leading the charge in delivering comprehensive wealth management services, engaging in business development, and proactively identifying opportunities within the client portfolio. Your insights will help guide the team through complex client situations, and you will work closely with the Managing Partner on special projects that could transform our practice. UMB is dedicated to investing in you, offering career development opportunities and a competitive benefits package. If you possess strong interpersonal skills, a knack for sales, and an empathetic approach to client relationships, we’d love to meet you. Your new journey begins here at UMB, where being a part of a supportive community comes first.

Frequently Asked Questions (FAQs) for Associate Managing Partner, Wealth Advisor Role at UMB Financial Corporation

What are the main responsibilities of an Associate Managing Partner, Wealth Advisor at UMB?

As an Associate Managing Partner, Wealth Advisor at UMB, your primary responsibilities include delivering comprehensive financial advice and customized wealth management services to high-value clients, mentoring fellow advisors, resolving complex client inquiries, engaging in business development activities, and collaborating with various teams to provide a holistic approach to wealth management. You will also develop centers of influence for continued client growth.