Full job description JD – Financial Planner I
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 Financial Planner I, 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:
When assigned client priorities, work collaboratively with senior associates within the financial planning function to drive to resolution. Ensure clients have a positive service experience that always exceeds their expectations. Support new client onboarding process for financial planning, inclusive of client setup in eMoney. Assist in the collection and tracking of client data inputs to new and updated financial plans. Maintain and update Salesforce CRM when required. Manage client paper and maintain electronic data files. Ensure adherence to corporate policy, operational policy, and regulatory guidance. Assist with the organization of financial planning meetings and touch points, including driving preparation and follow-up activities. Other duties as assigned.
We're excited to talk to you if:
You possess a Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background. You have great communicator with strong interpersonal skills. You can solve complex problems. You have demonstrated ability to learn and communicate complex and detailed information. You show effective financial research skill. You have a proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint). You have proficiency in Salesforce CRM software. You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape. You have proficiency with eMoney client portal and financial planning software. You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.
Bonus points if:
You have applicable experience within Financial Services. You hold a CFP or advanced designation, or in pursuit of. You have general knowledge of financial planning and advice topics. You have general knowledge of client onboarding requirements related to financial planning. Compensation Range:
Minimum: $44,790.00 - Maximum: $103,820.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
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 end—a 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.
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