Senior Wealth Planner - Hybrid Private Client

UMB BANK NA; Scottsdale (AZ); Hybrid; USD 118,000 - 173,000; Full time

Job summary

UMB Bank N.A. seeks a Senior Financial Planner to design and present financial plans for Private Wealth clients, working with Wealth Advisors. You will use planning software to analyze scenarios and develop client-ready recommendations. This is a hybrid role driven by client meetings (Mon–Thu on site).

Responsibilities include delivering planning services, mentoring junior planners, and keeping current on tax rules. Proficiency with eMoney, Salesforce, and Microsoft Office is essential.

Qualifications

• Bachelor's degree in a relevant field.
• 5+ years of applicable experience within Financial Services.
• Hold or in pursuit of CFP certification or FINRA Series 65 license.
• Excellent communication and analytical skills.

Responsibilities

• Deliver financial planning services to Private Wealth Management clients.
• Serve as main financial planning point of contact for clients.
• Mentor other financial planners on best practices.
• Stay current on tax rules, laws and regulations that could affect clients.
• Maintain Salesforce CRM and eMoney for all financial planning activities.
• Assist Wealth Advisors and other associates with planning-related questions.

Skills

Financial planning

Client relationship

Mentorship

Regulatory knowledge

CRM experience

Education

Bachelor's degree

CFP certification or FINRA Series 65

Tools

eMoney client portal

Salesforce

Microsoft Office

Job description

UMB Bank N.A. seeks a Senior Financial Planner to design and present financial plans for Private Wealth clients, working with Wealth Advisors. You will use planning software to analyze scenarios and develop client-ready recommendations. This is a hybrid role driven by client meetings (Mon–Thu on site).

Responsibilities include delivering planning services, mentoring junior planners, and keeping current on tax rules. Proficiency with eMoney, Salesforce, and Microsoft Office is essential.