Senior Financial Planner - Private Wealth, Hybrid Role

UMB Bank; Phoenix (AZ); Hybrid; USD 118,000 - 173,000; Full time

Job summary

UMB’s Private Wealth Management team is seeking a Senior Financial Planner to design and develop financial planning analyses for client presentations. The role blends on-site client meetings with hybrid work and uses eMoney and wealth planning software.

You will mentor junior planners, manage day-to-day client planning, stay current on tax rules, and collaborate with Wealth Advisors to deliver superior client experiences.

Qualifications

• Bachelor’s degree in a relevant field.
• Hold or in pursuit of CFP certification or FINRA Series 65 license.
• CFP or advanced designation preferred.
• FINRA Series 65 licensed preferred.

Responsibilities

• Deliver financial planning services to Private Wealth Management clients.
• 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.
• Stay current on tax rules, laws and regulations affecting clients.
• Build and maintain client relationships to drive retention and engagement.
• Assist with onboarding and client setup in eMoney.
• Maintain Salesforce CRM and eMoney files for planning activities.
• Ensure adherence to corporate policies and regulatory guidance.

Skills

Great communicator

Systems thinking

Attention to detail

Highly organized

Financial planning knowledge

Independent worker

Education

Bachelor’s degree in a relevant field

CFP certification

Tools

eMoney client portal

Financial planning software

Microsoft Office Suite

Job description

UMB’s Private Wealth Management team is seeking a Senior Financial Planner to design and develop financial planning analyses for client presentations. The role blends on-site client meetings with hybrid work and uses eMoney and wealth planning software.

You will mentor junior planners, manage day-to-day client planning, stay current on tax rules, and collaborate with Wealth Advisors to deliver superior client experiences.