Sr Financial Planner

About the role

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.

Responsibilities

• Deliver financial planning services to Private Wealth Management clients
• 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
• Resolve time sensitive client inquiries and handle complex client advice topics
• Work collaboratively with other functions in Private Wealth to complete special projects
• Serve as the main financial planning point 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 current on all 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 Salesforce CRM and eMoney for all financial planning activities
• Manage client paperwork and electronic data files for all financial planning relationships
• Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards
• Avoid conflicts of interest and adhere to professional standards