Sr Financial Planner

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 83,200 - 157,630 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Systems thinking","Complex problem solving","Attention to detail"]

Serve as a client-facing financial planning partner for Private Wealth Management, designing and presenting financial planning analyses. Partner with Wealth Advisors and Financial Advisors to resolve complex client topics, manage day-to-day client interactions, and support onboarding. Use financial planning software and financial planning frameworks, maintain client data in eMoney and Salesforce CRM, stay current on tax guidance, and ensure controls around accuracy and confidentiality.

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UMB Financial
UMB Financial
3 months ago

Sr Financial Planner

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Status: Live

Job Summary

Serve as a client-facing financial planning partner for Private Wealth Management, designing and presenting financial planning analyses. Partner with Wealth Advisors and Financial Advisors to resolve complex client topics, manage day-to-day client interactions, and support onboarding. Use financial planning software and financial planning frameworks, maintain client data in eMoney and Salesforce CRM, stay current on tax guidance, and ensure controls around accuracy and confidentiality.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Design and develop financial planning analyses for client presentations in collaboration with Wealth and Financial Advisors.
  • •Serve as the main point of contact for clients and manage day-to-day financial planning interactions across advice topics.
  • •Maintain and update client information and planning activities in eMoney and Salesforce CRM, including client paperwork and electronic data files.
  • •Stay current on tax rules, laws, and regulations that may impact clients, and ensure recommendations meet compliance and guidance.
  • •Mentor other financial planners, resolve time-sensitive client inquiries, and collaborate on special projects across Private Wealth.

Pay and Benefits

Salary: USD 83,200 - 157,630 annually
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionHsaFlex SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •Bachelor’s degree in a relevant field.
  • •5+ years of applicable experience within financial services.
  • •Hold or be in pursuit of CFP certification or FINRA Series 65 license.
  • •Strong interpersonal skills and exceptional written communication for client-facing work.
  • •Strong proficiency with financial planning software and experience supporting financial planning data collection and entry.
Experience:5+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsSystems thinkingComplex problem solvingAttention to detail
Licenses:FINRA Series 65
Certifications:CFP
Tech Stack:Microsoft Office SuiteWordExcelPowerPointSharePointEMoneySalesforce CRMSalesforceBlackDiamond performance reportingFidelity WealthscapeHolistiplanVanilla planning

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn