Sr Financial Planner

UMB Bank • Kansas City, MO

81d • $83,200 - $178,800

About The Position

The role is an individual contributor position focused on delivering financial planning services to Private Wealth Management clients. The Wealth Planner will primarily service high-value family client segments and act as a senior mentor for other financial planners on the team, providing guidance and feedback on financial planning best practices. This position serves as a point of escalation for resolving time-sensitive client inquiries and handling complex client advice topics, working collaboratively with other functions in Private Wealth to resolve escalations and complete special projects.

Requirements

• Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background.
• Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment.
• 5+ years of applicable experience within Financial Services.

Nice To Haves

• CFP or advanced designation.

Responsibilities

• Serve as the main financial planning point of contact for clients.
• Manage day-to-day client financial planning interactions, supporting wealth advisors across client advice topics.
• Ensure clients have a positive financial planning experience that exceeds their expectations.
• Stay current on all tax rules, laws, and regulations that could financially impact UMB clients.
• Build and maintain client relationships aimed at client retention and engagement.
• Involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney.
• Maintain and update Salesforce CRM and eMoney for all financial planning activities.
• Manage client paperwork and electronic data files for all financial planning relationships.
• Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide.
• Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations.
• Assist Wealth Advisors and other associates with planning-related questions.
• Ensure adherence to corporate policy, operational policy, and regulatory guidance.
• Perform other duties as assigned.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees