Senior Private Wealth Planner | Client-First Strategies

UMB Financial Corporation; Scottsdale (AZ); Hybrid; USD 118,000 - 173,000; Full time

Job summary

UMB Financial Corporation is seeking a Senior Financial Planner in a hybrid role focused on Private Wealth Management. You will design financial planning analyses for client presentations, using eMoney and other planning tools, and collaborate with Wealth Advisors to enhance client outcomes.

The role emphasizes high-value client service, mentorship to junior planners, and staying current on tax rules and wealth management regulations. On-site client meetings are required several days a week.

Qualifications

• Bachelor’s degree in a relevant field required; CFP or FINRA Series 65 licensed/certified preferred.
• Experience delivering comprehensive financial planning services to high-net-worth clients is expected.
• Strong knowledge of tax rules and wealth management regulations relevant to private wealth clients.

Responsibilities

• Deliver financial planning services to Private Wealth Management clients.
• Serve as main financial planning contact for clients; support wealth advisors.
• Maintain client relationships and onboarding processes; manage data in eMoney and Salesforce.

Skills

Great communicator

Interpersonal skills

Systems thinking

Problem solving

Detail oriented

Multi-tasking

Education

Bachelor’s degree (relevant field)

CFP certification or FINRA Series 65 license

Tools

eMoney client portal

Salesforce CRM

Financial planning software

Job description

UMB Financial Corporation is seeking a Senior Financial Planner in a hybrid role focused on Private Wealth Management. You will design financial planning analyses for client presentations, using eMoney and other planning tools, and collaborate with Wealth Advisors to enhance client outcomes.

The role emphasizes high-value client service, mentorship to junior planners, and staying current on tax rules and wealth management regulations. On-site client meetings are required several days a week.