[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-financial-advisor-umb-financial-services-inc-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":72,"processed_longitude":73,"processed_employment_types":74,"processed_working_hours":75,"processed_working_hours_labels":77,"processed_home_office":78,"processed_salary_min":69,"processed_salary_max":70,"processed_salary_currency":66,"processed_salary_source":79,"processed_benefits":80,"processed_benefits_labels":94,"processed_industry":95,"processed_skills":7,"processed_job_location":96,"processed_full_address_gmaps":98,"processed_street_gmaps":100,"processed_city_gmaps":102,"processed_postal_code_gmaps":103,"processed_country_gmaps":105,"processed_country_iso_code_gmaps":107,"full_description":16,"formatted_description":108,"processed_employment_types_labels":35,"processed_home_office_labels":33,"processed_industry_labels":37,"processed_it_skills":109,"processed_it_skills_labels":111,"processed_soft_skills":112,"processed_soft_skills_labels":114,"processed_job_expertise_skills":115,"processed_job_expertise_skills_labels":116,"processed_language_requirements":117,"processed_total_experience_years":124,"processed_professional_field":125,"processed_professional_field_labels":127,"processed_leadership_role":11,"processed_date_posted":19,"raw_job_url":128,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":95,"canonical_industry_label":37,"max_cpc":129,"actual_cpc":7},88681,"financial-advisor-umb-financial-services-inc","Financial Advisor",null,{"name":9,"slug":10,"logo_url":7},"UMB FINANCIAL SERVICES INC","umb-financial-services-inc",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":19,"validThrough":20,"jobLocation":21,"jobLocationType":33,"employmentType":34,"industry":36,"skills":38,"baseSalary":64},"https:\u002F\u002Fschema.org\u002F","JobPosting","Proactive sales, business development, and ongoing relationship involvement with prospects and clients for investment (brokerage, insurance, and investment advisory) services. Establish and execute sales plan to convey UMB’s investment process and products to targeted prospects and clients. Develop and build long term relationships with prospective clients. Partner with all members of service team to assist clients to achieve and\u002For exceed defined long-term objectives. Other duties as assigned. Products include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank Requirements MINIMUM: 7 years financial advisor or investment sales experience or any combination of education and experience that provides an equivalent background College Degree or equivalent experience Licenses: FINRA Series 7, 63, 65 or 66. State Life and Health Insurance or obtained within 120 days of employment Clean U-4 Knowledge of FINRA, SEC, state & federal laws\u002Fregulations. PREFERRED: CFP, CIMA Knowledge & Skills MINIMUM: Knowledge of the financial planning process including securities and trading, life insurance and annuity products, IRA’s and basic estate and tax planning concepts. Ability to assess appropriate risk level for the client Communication and presentation skills to communicate to a broad range of prospects\u002Fclients Ability to manage client relationship and sales process Computer literate in Microsoft Office, Thompson 1\u002FStreetscape, Financial Planning Tools PREFERRED: Knowledge of UMBFC or investment products and services Ability to lead, leverage, influence and partner with team members’ strengths in areas of the sales cycle and relationship management. Good organizational and management skills ( coaching, teaching, supervisory) Active in community and profressional organizations. Development Resources License & certifications as needed Department colleagues & materials Sales Conference Wealth Mgmt Professional Development Sales Essentials & Professional Development Work Environment Typical office environment. Travel required 10% in assigned territory. This position was posted on 09\u002F09\u002F2026. The application deadline for this position is 45 days from the posting date unless filled earlier. Compensation Range: $102,960 - $125,840 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. #LI-CH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB",{"@type":18,"name":9},"Organization","2026-09-09","2027-09-09",[22],{"@type":23,"address":24,"geo":29},"Place",{"@type":25,"addressLocality":26,"addressCountry":27,"addressRegion":28},"PostalAddress","Overland Park","US","Kansas",{"@type":30,"latitude":31,"longitude":32},"GeoCoordinates",38.9206998,-94.6340096,"ONSITE",[35],"PERMANENT",[37],"Financial Services",[39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63],"Microsoft Office","Thompson 1\u002FStreetscape","Financial Planning Tools","Communication","Presentation","Relationship Management","Organizational Skills","Management Skills","Coaching","Teaching","Supervisory","Leadership","Influence","Partnering","Financial Planning","Securities and Trading","Life Insurance and Annuity Products","IRAs","Estate and Tax Planning","Risk Assessment","Sales","Business Development","FINRA Regulations","SEC Regulations","State and Federal Laws\u002FRegulations",{"@type":65,"currency":66,"value":67},"MonetaryAmount","USD",{"@type":68,"minValue":69,"maxValue":70,"unitText":71},"QuantitativeValue",102960,125840,"YEAR",[31],[32],"permanent",[76],"FULL_TIME",[76],"onsite","estimated",[81,82,83,84,85,86,87,88,89,90,91,92,93],"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",[81,82,83,84,85,86,87,88,89,90,91,92,93],"financial services",[97],"umb, ks - leawood - 4200 west 115th, united states of america",[99],"4200 W 115th St, Overland Park, KS 66211, USA",[101],"West 115th Street 4200",[26],[104],"66211",[106],"USA",[27],"Proactive sales, business development, and ongoing relationship involvement with prospects and clients for investment (brokerage, insurance, and investment advisory) services.\n\nEstablish and execute sales plan to convey UMB’s investment process and products to targeted prospects and clients.\n\nDevelop and build long term relationships with prospective clients.\n\nPartner with all members of service team to assist clients to achieve and\u002For exceed defined long-term objectives.\n\nOther duties as assigned.\n\nProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank\n\n## Requirements\n\n**MINIMUM:**\n\n- 7 years financial advisor or investment sales experience or any combination of education and experience that provides an equivalent background\n- College Degree or equivalent experience\n- Licenses: FINRA Series 7, 63, 65 or 66.\n- State Life and Health Insurance or obtained within 120 days of employment\n- Clean U-4\n- Knowledge of FINRA, SEC, state & federal laws\u002Fregulations.\n\n**PREFERRED:**\n\n- CFP, CIMA\n\n## Knowledge & Skills\n\n**MINIMUM:**\n\n- Knowledge of the financial planning process including securities and trading, life insurance and annuity products, IRA’s and basic estate and tax planning concepts.\n- Ability to assess appropriate risk level for the client\n- Communication and presentation skills to communicate to a broad range of prospects\u002Fclients\n- Ability to manage client relationship and sales process\n- Computer literate in Microsoft Office, Thompson 1\u002FStreetscape, Financial Planning Tools\n\n**PREFERRED:**\n\n- Knowledge of UMBFC or investment products and services\n- Ability to lead, leverage, influence and partner with team members’ strengths in areas of the sales cycle and relationship management.\n- Good organizational and management skills ( coaching, teaching, supervisory)\n- Active in community and profressional organizations.\n\n## Development Resources\n\n- License & certifications as needed\n- Department colleagues & materials\n- Sales Conference\n- Wealth Mgmt Professional Development\n- Sales Essentials & Professional Development\n\n## Work Environment\n\nTypical office environment.\n\nTravel required 10% in assigned territory.\n\nThis position was posted on 09\u002F09\u002F2026.\n\nThe application deadline for this position is 45 days from the posting date unless filled earlier.\n\nCompensation Range: $102,960 - $125,840\n\nThe 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.\n\nPlease see the description of benefits included with this job posting for additional information.\n\nUMB 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.\n\nBenefit offerings and eligibility requirements vary.\n\nAre you ready to be part of something more?\n\nYou're more than a means to an end—a way to help us meet the bottom line.\n\nUMB isn't comprised of workers, but of people who care about their work, one another, and their community.\n\nExpect more than the status quo.\n\nAt UMB, you can expect more heart.\n\nYou'll be valued for exactly who you are and encouraged to support causes you care about.\n\nExpect more trust.\n\nWe want you to do the right thing, no matter what.\n\nAnd, expect more opportunities.\n\nUMBers are known for having multiple careers here and having their voices heard.\n\nUMB 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.\n\nIf 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.\n\nIf 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.\n\n#LI-CH1\n\n## Who we are\n\nWe are more than a company.\n\nWe are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.\n\nLearn more about UMB's vision\n\nCheck out the road to a career at UMB",{"microsoft office":110,"thompson 1\u002Fstreetscape":110,"financial planning tools":110},3,[39,40,41],{"communication":113,"presentation":113,"relationship management":113,"organizational skills":110,"management skills":110,"coaching":110,"teaching":110,"supervisory":110,"leadership":110,"influence":110,"partnering":110},4,[42,43,44,45,46,47,48,49,50,51,52],{"iras":113,"sales":113,"risk assessment":113,"sec regulations":113,"finra regulations":113,"financial planning":113,"business development":113,"securities and trading":113,"estate and tax planning":110,"state and federal laws\u002Fregulations":113,"life insurance and annuity products":113},[53,54,55,56,57,58,59,60,61,62,63],{"detected_language_jobad":118,"required":119},"en",[120],[121],{"language":122,"level":123},"ENGLISH","C2",7,[126],"Finance Professionals",[126],"https:\u002F\u002Fumb.wd1.myworkdayjobs.com\u002Fen-us\u002Fumbexternal\u002Fjob\u002Fleawood-ks\u002Ffinancial-advisor_r-9258-1",1]