Financial Planner II

UMBKansas City, MO, US

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Financial Planner II

UMBs 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 Financial Planner II, 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 youll spend your time :

You will be responsible for providing financial planning and support for emerging and mass affluent client segments.
You will partner with Wealth Advisors in the creation and updating of client financial plans, utilizing firm approved planning software.
You will provide ongoing, virtual financial planning support to clients enrolled in the firms Digital Advice Solution.
You will assist Wealth Advisors and other associates with planning related questions.
You will effectively manage the workflow of all financial plans in a timely manner.
Through a consistent and scalable planning process, you will develop high quality financial plans tailored to client-specific financial goals.
You will stay current on all tax rules, laws, and regulations that could financially impact UMB clients.
You will review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial results.
You will work collaboratively with Senior Wealth Planners and others on team to solve for complex client situations and advice topics.
You will build and maintain client relationships aimed at client retention and engagement.
You will assist in the new client prospect and onboarding process, inclusive of assisting client setup in eMoney as necessary.
You will maintain and update Salesforce CRM for all financial planning activities.
You will manage client paperwork and electronic data files for all financial planning relationships.
Other duties as assigned.

Were excited to talk to you if :

You possess a Bachelors degree in relevant field or combination of education and experience that provides equivalent background.

You must have, or possess ability to obtain, the Series 65 registration within 120 days of employment.

You must have 3+ years of applicable experience within Financial Services.

You must have CFP or in pursuit of.

You are a great communicator with strong interpersonal skills.

You have a good understanding of financial planning best practices.

You have demonstrated ability to learn and communicate complex and detailed information.

You are an analytical problem solver with the ability to think creatively.

You can organize and prioritize activities to ensure completion within established deadlines.

You have exceptional written communication.

You have effective financial research skills.

You have proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

You have familiarity with eMoney client portal and financial planning software, or similar software.

Bonus points if :

You have a CFP or advanced designation.

You have working knowledge of complex account types.

You have demonstrated experience with a wide range of client situations and inquiries.

You have experience in supporting financial planning data collection, entry, and process.

You have general knowledge of compliance rules and regulations within wealth management.

You show proficiency in Salesforce CRM software; UMB custody and clearing platforms such as SEI and Fidelity Wealthscape; eMoney client portal and financial planning software; Workday, Peoplesoft, Archer, Skillport, and Hyperion.

Compensation Range : $57,760.00 - $124,170.00

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? Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. Youll 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 known 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 all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, 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 email to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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Financial Planner • Kansas City, MO, US