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/or 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
+ College Degree or equivalent experience
+ Licenses: FINRA Series 7, 63, 65 ...