UMB Bank · 3 hours ago
Sr Financial Planner
Kansas City, MO
Full-time
Onsite
Mid, Senior Level
$83K/yr - $179K/yr
5+ years expUMB Bank is a financial institution dedicated to providing exceptional service and support to its clients. They are seeking a Senior Financial Planner to deliver financial planning services to Private Wealth Management clients, mentor other financial planners, and manage complex client inquiries. The role involves building client relationships, ensuring a positive financial planning experience, and staying updated on relevant tax rules and regulations.
BankingFinanceFinancial Services
Hiring Manager
Amber Sanchez
Responsibilities
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
Point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice topics
Works collaboratively with other functions in Private Wealth to resolve escalations and complete special projects
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
Qualification
Required
Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
5+ years of applicable experience within Financial Services
CFP or in pursuit of
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 services 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
Exceptional written communication
Demonstrated strong math skills
Effective financial research skills
Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
Strong proficiency with eMoney client portal and financial planning software
Preferred
CFP or advanced designation
Benefits
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
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
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