Senior Wealth Planner for High-Value Families

UMB Bank; Kansas City (MO); On-site; USD 83,200 - 178,800; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Tuition reimbursement

Fitness reimbursement

Job summary

A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal candidate will have over 5 years of experience in financial services and hold or be pursuing a relevant certification. The compensation range is competitive, starting at $83,200 up to $178,800 annually, with comprehensive benefits including a 401(k) matching program and paid time off.

Qualifications

• 5+ years of applicable experience within Financial Services.
• Experience in supporting financial planning data collection and process.
• General knowledge of compliance rules within wealth management.

Responsibilities

• Deliver financial planning services to clients in Private Wealth Management.
• Manage day-to-day client interactions regarding financial planning.
• Keep clients informed on applicable tax rules and regulations.

Skills

Great communicator with strong interpersonal skills

Attention to detail

Strong analytical problem-solving

Effective multi-tasking

Education

Bachelor’s degree in a relevant field

CFP certification or FINRA Series 65 license (in pursuit or obtained)

Tools

Microsoft Office Suite

eMoney client portal

Salesforce CRM

Job description

A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal candidate will have over 5 years of experience in financial services and hold or be pursuing a relevant certification. The compensation range is competitive, starting at $83,200 up to $178,800 annually, with comprehensive benefits including a 401(k) matching program and paid time off.