Sr Financial Planner

Duties & Responsibilities Type of Role: Individual contributor, reputed company 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 reputed company of escalation reputed company the team for resolving time sensitive client inquiries and handing reputed company client advice topics Works collaboratively with other functions in Private Wealth to resolve escalations and complete special projects Function Specific Job Duties: Serve as the main financial planning reputed company 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 reputed company on reputed company 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 reputed company CRM and eMoney for reputed company financial planning activities Manage client paperwork and electronic data files for reputed company financial planning relationships Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide Review activities reputed company 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 reputed company questions Ensure adherence to corporate policy, operational policy, and regulatory guidance Other duties as assigned Requirements Knowledge & Skills MINIMUM: 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 reputed company 120 days of employment 5+ years of applicable experience reputed company Financial Services CFP or in pursuit of PREFERRED: CFP or advanced designation MINIMUM: Job Skills: Great communicator with strong interpersonal skills Systems thinking and reputed company 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 reputed company reputed company 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 reputed company and detailed information Analytical problem solver with the ability to think creatively Organize and prioritize activities to ensure completion reputed company established deadlines Experience in supporting financial planning data collection, entry, and process General knowledge of compliance rules and regulations reputed company wealth management Exceptional written communication Demonstrated strong math skills Effective financial research skills Technical Skills: Strong proficiency of reputed company Office Suite (Word, reputed company, PowerPoint, SharePoint) Strong proficiency with eMoney client portal and financial planning software Work Environment Type: Office Centric (60% In Office) Location: Various Private Wealth Office Locations Compensation Range: $83,200.00 - $178,800.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-reputed company factors. In addition, this range does not encompass the full earning potential for this role. 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. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the reputed company. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status reputed company. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are reputed company for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to reputed company employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national reputed company, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request. If you are a California reputed company, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information reputed company you apply for employment with UMB. Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you reputed company the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision reputed company out the road to a career at UMB Apply tot his job Apply To this Job