UMB Financial Corporation

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IRA Advisor

at UMB Financial Corporation

Posted: 6/15/2019
Job Status: Full Time
Job Reference #: 1402227

Job Description

What You'll Do
In this role, the candidate will provide the unparalleled client experience to build and enhance long-term customer relationships through exceptional client service, anticipation of client needs, and thoughtful and thorough communication with the client in face to face and phone communication.

- Build long term client relationships through quality customer service, anticipating client needs, communications, client meetings and meeting client service level standards.
- Responsible for all aspects of account administration according to the directives in the account agreement, applicable laws, and UMB policies and procedures, with the primary focus on IRA administration.
- Guide clients through conversations on how to effectively utilize their IRA both from an individual needs basis and an income tax standpoint per IRS regulations
- Be a trusted resource to other teammates as it pertains to IRA administration
- Work with team members to deepen client relationships within assigned book of accounts resulting in expansion of current relationship, referrals to other lines of business within the bank, and referrals from the client for new business
- Ensure compliance with regulatory requirements regarding administration of assigned accounts
- Develop relationships with internal and external centers of influence and participate in business development activities with those centers of influence.
- When administering accounts without an assigned Portfolio Manager, the IRA Advisor will provide investment management services for clients, ie: Assess the appropriate risk level for the client through inquiry and active listening and also properly document the establishment of the Investment Policy Statement
- Other duties as assigned.

Requisition Number

We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Work Schedule
Monday-Friday: 8:00am-5:00pm

Division Name
Personal Banking

Kansas City

Preferred Requirements
- Advanced degree
- Relevant certifications such as CISP, CTFA or CFP

Job Title
IRA Advisor

1010 Grand Blvd

Full Time


In this Role, You will Need
- Demonstrates moderate knowledge in IRA administration
- Demonstrates excellent verbal and written communication skills
- Demonstrates attention to detail and high degree of accuracy
- Demonstrates aptitude for coordinating problem resolution
- Demonstrates ability to plan and prioritize own workflow and projects
- Demonstrates proficiency using Microsoft Office
- Demonstrates excellent interpersonal skills with an ability to develop and cultivate internal and external relationships
- Demonstrates self-confidence and an ability to work well with highly capable and successful individuals in a team environment

Who You Are
- Bachelor's Degree in business, finance, accounting or similar
- 2+ year demonstrated applicable experience
- Basic investment knowledge