"Alerted.org

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 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** **you’ll** **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 firm’s 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.

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 must have, or possessability 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 demonstratedability 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 proficiencyof 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

_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.

_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 e-mail to_ [email protected]_ _to let us know the nature of your request._

_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

_Who we are_

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB