Sr Financial Planner

UMB Financial Corporation; Kansas City (MO); Hybrid; USD 118,000 - 173,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision insurance

Tuition reimbursement

Job summary

UMB Financial Corporation, a leader in Private Wealth Management, seeks a Senior Financial Planner to design financial plans for high-value clients. You will work closely with Wealth Advisors to deliver planning analyses, utilizing eMoney and other tools, and will be on-site part of the week with client meetings in a hybrid model.

The role requires a Bachelor’s degree, 5+ years of experience in financial services, and CFP or FINRA Series 65 licensing preferred.

Qualifications

• Bachelor’s degree in a relevant field.
• CFP certification or FINRA Series 65 license preferred.
• Strong communication and relationship-building skills.
• Proficiency with eMoney client portal and Salesforce CRM.

Responsibilities

• Deliver comprehensive financial planning services to Private Wealth Management clients.
• Mentor junior planners and provide guidance on best practices.
• Handle time-sensitive client inquiries and complex advisory topics.
• Collaborate with Wealth Advisors and other Private Wealth teams on special projects.
• Ensure accurate client data in Salesforce and eMoney, and support onboarding.

Skills

Client relations

Interpersonal skills

Financial analysis

CFP/65 license

Tax knowledge

Education

Bachelor’s degree

CFP certification

Tools

eMoney

Salesforce

BlackDiamond

Wealthscape

Job description

UMB’s Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future. As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analyses for presentations to clients. You will utilize financial planning software to analyze, review and design plans. This is a hybrid role but is driven by client meetings. (Mon/Tues/Wed/Thur on site).

Duties & Responsibilities

• Type of Role: Individual contributor, experienced
• Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients
• Role Specific Job Duties: Primarily focused on servicing high value family client segments as a client-facing Wealth Planner Senior mentor for other financial planners on the team; regularly provides guidance and feedback on financial planning best practices Resolve time sensitive client inquiries and handle complex client advice topics Works collaboratively with other functions in Private Wealth to complete special projects
• Function Specific Job Duties: Serve as the main financial planning point of contact for clients Responsible for managing day-to-day client financial planning interactions, supporting wealth advisors across client advice topics Ensure clients have a positive financial planning experience that always exceeds their expectations Stay current on all tax rules, laws and regulations that could financially impact UMB clients Build and maintain client relationships aimed at client retention and engagement Intimately involved in the new client prospect and onboarding process, partnering with Client Service to ensure client setup in eMoney Maintain and update Salesforce CRM and eMoney for all financial planning activities Manage client paperwork and electronic data files for all financial planning relationships Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations Assist Wealth Advisors and other associates with planning related questions Ensure adherence to corporate policy, operational policy, and regulatory guidance Other duties as assigned

Requirements

• Knowledge & Skills MINIMUM: 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
• PREFERRED: CFP or advanced designation FINRA Series 65 licensed MINIMUM: Job Skills: Great communicator with strong interpersonal skills Systems thinking and complex problem solving Attention to detail, yet ability to grasp big picture Highly organized and can effectively multi-task Understanding of financial planning frameworks and concepts Able to balance a client experience mindset when managing and controlling business risks Ability to work independently, collaborating with others to accomplish client objectives Ability to adapt to changing information and business needs Demonstrated ability to learn and communicate complex and detailed information Analytical problem solver with the ability to think creatively Organize and prioritize activities to ensure completion within established deadlines Experience in supporting financial planning data collection, entry, and process General knowledge of compliance rules and regulations within wealth management You have worked with eMoney client portal or financial planning software Exceptional written communication Demonstrated strong math skills Effective financial research skills Technical Skills: Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint) Strong proficiency with eMoney client portal and financial planning software Bonus Points If: Hold CFP certi9fication or other advanced designations FINRA Series 65 licensed Holistiplan and/or Vanilla planning experience Familiar with BlackDiamond performance reporting Familiar with Salesforce CRM Familiar with Fidelity’s Wealthscape platform

Compensation Range: $117,900 - $173,393 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

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