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 :
Serve as the main financial planning point of contact for clientsResponsible for managing day to day client financial planning interactions, supporting wealth advisors across client advice topicsEnsure clients have a positive financial planning experience that always exceeds their expectationsStay current on all tax rules, laws and regulations that could financially impact UMB clientsBuild and maintain client relationships aimed at client retention and engagementIntimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoneyMaintain and update Salesforce CRM and eMoney for all financial planning activitiesManage client paperwork and electronic data files for all financial planning relationshipsUnderstand the client's overall business needs and help identify value-added services that Private Wealth can provideReview activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendationsAssist Wealth Advisors and other associates with planning related questionsEnsure adherence to corporate policy, operational policy, and regulatory guidanceOther duties as assignedRequirements
Knowledge & Skills
Minimum :
Bachelor's degree in relevant field or combination of education and experience that provides an equivalent backgroundMust have, or possess ability to obtain, the Series 65 registration within 120 days of employment5+ years of applicable experience within Financial ServicesCFP or in pursuit ofPreferred :
CFP or advanced designationMinimum :
Job Skills :
Great communicator with strong interpersonal skillsSystems thinking and complex problem solvingAttention to detail, yet ability to grasp big pictureHighly organized and can effectively multi-taskUnderstanding of financial services financial planning frameworks and conceptsAble to balance a client experience mindset when managing and controlling business risksAbility to work independently, collaborating with others to accomplish client objectivesAbility to adapt to changing information and business needsDemonstrated ability to learn and communicate complex and detailed informationAnalytical problem solver with the ability to think creativelyOrganize and prioritize activities to ensure completion within established deadlinesExperience in supporting financial planning data collection, entry, and processGeneral knowledge of compliance rules and regulations within wealth managementExceptional written communicationDemonstrated strong math skillsEffective financial research skillsTechnical Skills :
Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)Strong proficiency with eMoney client portal and financial planning softwareWork Environment
Type : Office Centric (60% In Office)Location : Various Private Wealth Office LocationsCompensation 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.
