Wealth Advisor & Client Growth Architect
umb financialHouston, TX
Wealth Advisor & Client Growth Architect
L5
umb financialHouston, TXyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesUMB 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.
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Level
SeniorL5
Location
Houston, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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