Sr Financial Planner
Sr Financial Planner
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$ 83200 - 178800
1 Vacancy
Job Description
UMBs Private Wealth Management team custom-tailors services for clients incorporating financial planning private banking investment management personal trust and lifestyle services estate management and insurance services. We provide an active engaged team of partners to clients offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client always striving to understand their story their dreams and their goals so we can help ensure their plan meets their needs now and in the future.
As the Sr. Financial Planner you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analysis for presentation to clients. You will utilize financial planning software to number crunch and design plans. This is a hybrid role but is driven by client meetings. (Tues/Wed/Thur on site).
How youll spend your time:
- You will be primarily focused on servicing high value family client segments as a client-facing Wealth Planner.
- You will serve as a senior mentor for other financial planners on the team; regularly provides guidance and feedback on financial planning best practices.
- You will act as a point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice topics.
- You will work collaboratively with other functions in Private Wealth to resolve escalations and complete special projects.
- You will serve as the main financial planning point of contact for clients.
- You will be responsible for managing day to day client financial planning interactions supporting wealth advisors across client advice topics.
- You will ensure clients have a positive financial planning experience that always exceeds their expectations.
- You will stay current on all tax rules laws and regulations that could financially impact UMB clients.
- You will build and maintain client relationships aimed at client retention and engagement.
- You will be intimately involved in the new client prospect and onboarding process partnering with client service to ensure client setup in eMoney.
- You will maintain and update Salesforce CRM and eMoney for all financial planning activities.
- You will manage client paperwork and electronic data files for all financial planning relationships.
- You will understand the clients overall business needs and help identify value-added services that Private Wealth can provide.
- You will review activities within the job scope for sufficient controls to prevent errors breaches of client confidentiality and misstatements of financial planning recommendations.
- You will assist Wealth Advisors and other associates with planning related questions.
- You will ensure adherence to corporate policy operational policy and regulatory guidance.
- Other duties as assigned.
Were excited to talk to you if:
- You possess a bachelors degree in relevant field or combination of education and experience that provides and equivalent background.
- You have 5 years of applicable experience within Financial Services.
- You hold the CFP or in pursuit of.
- You have a good understanding of financial services financial planning frameworks and concepts.
- You are able to balance a client experience mindset when managing and controlling business risks.
- You have experience in supporting financial planning data collection entry and process.
- You have general knowledge of compliance rules and regulations within wealth management.
- You have effective financial research skills.
- You have worked in the Microsoft Office Suite (Word Excel PowerPoint SharePoint).
- You have worked with eMoney client portal and financial planning software.
Bonus points if:
- You hold CFP or advanced designation.
- You are FINRA Series 65 licensed.
- You have Holistiplan and/or Vanilla planning experience.
Compensation Range:
$83200.00 - $178800.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related factors. In addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB 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.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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.
UMB 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.
If 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.
Required Experience:
Senior IC
Employment Type
Full-Time
