Financial Inclusion Manager Jobs in Pewaukee, WI

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 provides 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 Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site).

How you'll spend your time:

• Deliver financial advice to a limited number of clients.
• Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies.
• Support the delivery of comprehensive advice and customized wealth management services to clients within the practice.
• Develop a deep understanding of the financial planning process with clients.
• Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned.
• Partner with Private Banking team to deliver clients lending, credit, and banking advice.
• Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
• Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
• Ensure all minimum standards of care are met across all client relationships assigned.
• 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 and equivalent background.
• Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
• You are systems thinking and complex problem solving.
• You are highly organized and can effectively multi-task.
• You are a professional communicator with interpersonal skills.
• You excel at written communication and presentation skills.
• You have a high level of emotional intelligence which allow you the ability to read situations accurately and be empathic.
• You are a culture carrier and great teammate.
• You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Bonus points if:

• You have applicable experience within financial services.
• You are effective in personal networking.
• You possess sales skills with acumen to close new business.
• You have experience with financial planning.
• You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
• You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion.

Compensation Range:

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.