About this opportunity
UMB Bank lists this Wealth Advisor Sr opportunity in st louis, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
In-office
nSt. Louis MO
nFull time
nR-8515
nThe 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.
nAs the Sr. 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).
nHow you’ll spend your time:
nnnLead the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice.
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nnDevelop a deep understanding of client wealth planning goals and objectives.
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nnDeliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice.
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nnPartner with Private Banking team to deliver clients lending, credit, and banking advice.
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nnProactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
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nnOpportunistically engage in business development activities, managing a personal new business pipeline of client prospects.
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nnAdopt new platforms and technologies to drive operational efficiency and enhance the client experience.
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nnEnsure all minimum standards of care are met across all client relationships.
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nnOther duties as assigned.
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n nWe’re excited to talk to you if:
nnnYou possess a bachelor’s degree in relevant field.
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nnYou have 5+ years of applicable experience within Financial Services.
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nnYou have a combination of education and experience that provides an equivalent background.
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nnMust have, or possess ability to obtain, the Series 65 registration within 120 days of employment
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nnYou have systems thinking and complex problem solving skills.
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nnYou are highly organized and can effectively multi-task.
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nnYou are a great communicator with exceptional written communication and presentation skills.
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nnYou have strong wealth advisor sales skills with acumen to close new business.
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nnYou have knowledge of client service, advice delivery and operational best practices.
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nnYou have knowledge of investment, tax, estate planning and transfer of wealth strategies.
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nnYou have proficiency with eMoney client portal and financial planning software.
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n nBonus points if:
nnnYou possess an advanced degree or professional certification such as CFP or CFA.
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nnYou have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment.
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nnYou have knowledge of banking products, including lending, credit, and deposit solutions.
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nnYou have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors.
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nnYou have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
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nnYou have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.
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n nThis position was posted on 08/27/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
nCompensation Range:
n$98,208 - $144,705
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. Please see the description of benefits included with this job posting for additional information.
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. Benefit offerings and eligibility requirements vary.
nAre you ready to be part of something more?
nYou'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.
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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.
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#LI-CH1
nWho we are
nWe 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.
nLearn more about UMB's vision (
nCheck out the road to a career at UMB
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.