umb financialHouston, TX
Wealth Advisor & Client Growth Architect
Wealth Advisor & Client Growth Architect
Wealth Advisor & Client Growth Architect
umb financialHouston, TX
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)UMB Financial Corporation seeks an experienced financial advisor to drive proactive sales and ongoing client relationships across investment, insurance, and advisory products. The role involves developing a sales plan to communicate the firm's investment process to prospects, while partnering with a service team to help clients meet long-term objectives. A strong background in securities, insurance, and regulatory knowledge is required.
Also on the board Same function, level within a rung
Level
Senior
Location
Houston, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday