Financial Advisor
UMB Bank
full-time
Posted on:
Location Type: Hybrid
Location: Dubuque • Iowa • United States
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Salary
💰 $20,600 - $208,200 per year
About the role
- Maintain ongoing client relationships through regular communication
- Work in consultation with clients’ other advisors
- Lead in the development of new client relationships
- Discuss investment performance, economic and market trends
- Present financial and tax planning options and opportunities
Requirements
- Bachelor’s degree or equivalent experience
- 7 or more years success as a Financial Advisor
- FINRA Series 7, 63, 65, or 66 licenses or ability to obtain within 120 days of employment
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementcommunicationconsultationleadershippresentation skills
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66