Senior Wealth Planner — Private Wealth (Hybrid)

UMB Bank; Scottsdale (AZ); Hybrid; USD 118.000 - 173.000; Vollzeit

Zusammenfassung

UMB Bank’s Private Wealth Management team is seeking a Senior Financial Planner to design and develop financial planning analyses for client presentations. You will use financial planning software to analyze and design plans, with on-site client meetings Mon–Thurs and hybrid work model.

You will serve high-value family clients, mentor junior planners, and ensure compliance with tax rules while maintaining strong client relationships.

Qualifikationen

• Bachelor’s degree required; 5+ years in Financial Services.
• CFP certification or FINRA Series 65 license preferred.
• CFP designation or advanced designation is a plus; Series 65 licensed preferred.

Aufgaben

• Deliver financial planning services to Private Wealth Management clients.
• Serve as main financial planning point of contact for clients; manage day-to-day planning interactions.
• Mentor other financial planners; provide guidance on best practices.
• Stay current on tax rules and regulations affecting clients.

Kenntnisse

Excellent communication

Systems thinking

Analytical problem solving

Attention to detail

Time management

Client relationship management

Ausbildung

Bachelor’s degree in a relevant field

Tools

eMoney client portal

Salesforce CRM

Microsoft Office Suite

Jobbeschreibung

UMB Bank’s Private Wealth Management team is seeking a Senior Financial Planner to design and develop financial planning analyses for client presentations. You will use financial planning software to analyze and design plans, with on-site client meetings Mon–Thurs and hybrid work model.

You will serve high-value family clients, mentor junior planners, and ensure compliance with tax rules while maintaining strong client relationships.