Retirement Client Advisor

About UMB

UMB is more than a company; we are advisors, consultants, problem solvers, and community members dedicated to helping you make the best of every moment with a financial foundation that supports your success. We are comprised of people who care about their work, one another, and their community. At UMB, you can expect more heart, more trust, and more opportunities for multiple careers within the organization.

About the Role

As a Retirement Client Advisor in the Dallas-Fort Worth Metroplex, you will serve as the primary contact for new and existing customers, generating new business opportunities while managing a defined portfolio. This role is designed for those who thrive on building lasting customer relationships and gaining loyalty by actively listening to and responding to client needs.

You will partner with UMB Portfolio Management and Research to deeply understand market narratives, manager selection, and strategy decisions, effectively communicating these recommendations to clients. Your day-to-day involves regular meetings for ongoing plan and investment reviews, where you will educate clients on market conditions, performance, regulatory changes, and tax environments. Additionally, you will provide consultation to plan sponsors on developing participant education programs and facilitate the delivery of that advice.

Hiring Process

To learn more about the road to a career at UMB and our vision, please visit our official resources. For specific application instructions or if you require accommodation for any part of the employment process due to a disability, please email talentacquisition@umb.com.

Equal Opportunity

UMB and its affiliates are committed to inclusion and diversity, providing employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable law. If you are a California resident, please review our Privacy Notice for California Job Candidates to understand how we collect and use your personal information during the application process.