Sr Financial Planner

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 analysis for presentation to clients. You will utilize financial planning software to number crunch and design plans. This is a hybrid role but is driven by client meetings. (Tues/Wed/Thur on site). 

How you’ll spend your time: 

• You will be primarily focused on servicing high value family client segments as a client-facing Wealth Planner. 

• You will serve as a senior mentor for other financial planners on the team; regularly provides guidance and feedback on financial planning best practices. 

• You will act as a point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice topics. 

• You will work collaboratively with other functions in Private Wealth to resolve escalations and complete special projects. 

• You will serve as the main financial planning point of contact for clients. 

• You will be responsible for managing day to day client financial planning interactions, supporting wealth advisors across client advice topics. 

• You will ensure clients have a positive financial planning experience that always exceeds their expectations. 

• You will stay current on all tax rules, laws and regulations that could financially impact UMB clients. 

• You will build and maintain client relationships aimed at client retention and engagement. 

• You will be intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney.  

• You will maintain and update Salesforce CRM and eMoney for all financial planning activities.  

• You will manage client paperwork and electronic data files for all financial planning relationships. 

• You will understand the client’s overall business needs and help identify value-added services that Private Wealth can provide. 

• You will review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations. 

• You will assist Wealth Advisors and other associates with planning related questions. 

• You will ensure adherence to corporate policy, operational policy, and regulatory guidance. 

• Other duties as assigned.