Sr Financial Planner

Wealth Planner

Duties & Responsibilities

Type of Role : Individual Contributor, Experienced

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
• Point of escalation within the team for resolving time sensitive client inquiries and handling complex client advice topics
• Works collaboratively with other functions in Private Wealth to resolve escalations and complete special projects

Function Specific Job Duties :

Requirements

Knowledge & Skills

Minimum :

Preferred :

Minimum :

Job Skills :

Technical Skills :

Work Environment

Compensation Range : $83,200.00 - $178,800.00

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? You're more than a means to an enda way to help us meet the bottom line. UMB isn't 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. 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 known for having multiple careers here and having their voices heard.