About this role
Wealth Advisor at Umb. Location: Dubuque, Iowa, United States. Role: Deliver advice, Collaborate team, Develop plans Requirements: Bachelor’s degree or equivalent; ability to obtain Series 65 within 120 days; strong problem solving, organization, and communication; team-oriented; proficient in Microsoft Office; financial services experience bonus. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Workday, eMoney, Fidelity Wealthscape, SEI, Hyperion, Archer, Skillport, PeopleSoft, Office Suite Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English