[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"all-featured-jobs-us":3,"job-search-\u002Fen-us\u002Fcompany\u002Fumb-financial-services-inc":6,"company-umb-financial-services-inc-en-us":51,"company-filters-\u002Fen-us\u002Fcompany\u002Fumb-financial-services-inc":62},{"total":4,"jobs":5},0,[],{"total":7,"jobs":8},1,[9],{"id":10,"slug":11,"title":12,"raw_title":13,"is_featured":14,"company":15,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":18,"processed_country_iso_code_gmaps":20,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":27,"processed_employment_types":29,"processed_it_skills":30,"processed_it_skills_labels":32,"processed_job_expertise_skills":36,"processed_job_expertise_skills_labels":38,"max_cpc":7,"actual_cpc":50},88681,"financial-advisor-umb-financial-services-inc","Financial Advisor",null,false,{"name":16,"slug":17,"logo_url":13},"UMB FINANCIAL SERVICES INC","umb-financial-services-inc",[19],"Overland Park",[21],"US","onsite",102960,125840,"USD","estimated",[28],"FULL_TIME","permanent",{"microsoft office":31,"thompson 1\u002Fstreetscape":31,"financial planning tools":31},3,[33,34,35],"Microsoft Office","Thompson 1\u002FStreetscape","Financial Planning Tools",{"iras":37,"sales":37,"risk assessment":37,"sec regulations":37,"finra regulations":37,"financial planning":37,"business development":37,"securities and trading":37,"estate and tax planning":31,"state and federal laws\u002Fregulations":37,"life insurance and annuity products":37},4,[39,40,41,42,43,44,45,46,47,48,49],"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",1.5,{"name":16,"slug":17,"logo_url":13,"id":52,"jobs":53,"description_de":13,"description_en":13,"industry":13,"headquarters_city":13,"headquarters_country_iso":13,"latitude":13,"longitude":13,"website_url":13,"raw_street":13,"raw_city":13,"raw_zip_code":13,"raw_country":13,"raw_legal_form":13,"raw_bafin_id":13,"raw_trade_names":13,"raw_permissions":13,"translations":13},4647,[54,57],{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":55,"raw_hiringOrganization_logo_url":13,"raw_description":56},"KS - Leawood - 4200 West 115th","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",{"id":58,"slug":59,"title":60,"location":13,"raw_job_location_address_addressLocality":55,"raw_hiringOrganization_logo_url":13,"raw_description":61},67803,"client-service-specialist-ii-umb-financial-services-inc","Client Service Specialist II","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 opportunity. UMBers are known for having multiple careers here and having their voices heard. UMB’s Private Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The Private Wealth Management department is important to the company because it provides another opportunity for the company to have a diverse revenue stream. By developing strong community and personal relationships, this group take great pride in helping families with diverse investment needs and strategies. Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s) acting as the point of contact for all sales and service related activities including client development and prospecting, on boarding, new account openings, and general maintenance activities playing a critical role in transitioning business opportunities. You will partner with the Advisor(s) to drive new business and retain\u002Fgrow existing business while delivering the highest level of customer experience possible to the clients. You will be responsible for delivering a high level of support in a high-risk environment which is fast paced with frequently changing priorities. You will utilize your research skills, team problem solving, and collaborative information sharing to provide the best possible solutions for our clients. You will be responsible for the day to day support and will focus on providing personalized and tailored interaction as needed. You will be responsible for money moves, maintaining compliance logs, requesting trades, new account processing and service requests. You will prepare various reports, correspondence, and complete special projects such as expense reports, setting of appointments and managing calendars. The role offers opportunity for personal growth whether it’s by learning how to interact and connect with different types of clients in different settings or having access to resources to grow in their own personal knowledge of the investment world. At UMB, we want to be everything to our clients. In order for us to support that, we strive to make our associates well rounded and encourage them to approach situations in a collaborative way. UMB recognizes that the care we provide to our clients won’t be top notch if our associates don’t feel supported in what is important to them. To ensure we do this, we provide training and support to encourage success in our associate’s career. We also recognize that work\u002Flife balance and community involvement is important to many of our associates, so we make sure to think outside the box and provide options and opportunities for our associates. How you’ll spend your time: Critical to the operation, you will assist the Financial Advisor in establishing and executing a client communication plan for each segment based on profitability, assets and potential. You will complete all new account processes, verifying all required information is provided on application, complete all transfer of assets and monitor the assets received for verification to ensure accuracy and compliance. You will respond to complex customer service problems, questions, and escalate issues from internal and external sources to ensure client satisfaction. You will promote client services, actively engage clients in a manner that maintains and expands business relationships and enhance the Private Wealth image contributing to growth. We’re excited to talk with you if: Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background 3+ years of applicable experience within Financial Services This position was posted on 08\u002F17\u002F2026. The application deadline for this position is 45 days from the posting date unless filled earlier. Compensation Range: $59,085 - $86,922 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",{"industry":63,"employment_type":67,"expertise_skills":70,"it_skills":99,"salary_currency":107,"processed_working_hours":109},[64],{"key":65,"label":66,"count":7},"financial services","Financial Services",[68],{"key":29,"label":69,"count":7},"PERMANENT",[71,74,77,80,83,86,89,91,94,96],{"key":72,"label":45,"slug":72,"count":73},"sales",2,{"key":75,"label":76,"slug":75,"count":7},"estate-and-tax-planning","Estate And Tax Planning",{"key":78,"label":79,"slug":78,"count":7},"securities-and-trading","Securities And Trading",{"key":81,"label":82,"slug":81,"count":7},"finra-regulations","Finra Regulations",{"key":84,"label":85,"slug":84,"count":7},"sec-regulations","Sec Regulations",{"key":87,"label":88,"slug":87,"count":7},"iras","Iras",{"key":90,"label":44,"slug":90,"count":7},"risk-assessment",{"key":92,"label":93,"slug":92,"count":7},"state-and-federal-lawsregulations","State And Federal Laws\u002FRegulations",{"key":95,"label":39,"slug":95,"count":7},"financial-planning",{"key":97,"label":98,"slug":97,"count":7},"life-insurance-and-annuity-products","Life Insurance And Annuity Products",[100,102,105],{"key":101,"label":35,"slug":101,"count":7},"financial-planning-tools",{"key":103,"label":104,"slug":103,"count":7},"ms-office","MS Office",{"key":106,"label":34,"slug":106,"count":7},"thompson-1streetscape",[108],{"key":25,"label":25,"count":7},[110],{"key":28,"label":28,"count":7}]