Senior Financial Planner

UMB Bank

. Design and develop financial planning analyses for client presentations .

Posted 10/30/2026full-timeScottsdale • Arizona • United StatesSenior💰 $117,900 - $173,393 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, client relationship management, and compliance with wealth management regulations. Proficient in utilizing financial planning software and tools to deliver tailored solutions for high-value clients.

Highest-signal resume keywords

CFP CertificationFinancial Planning Software ProficiencyClient Relationship ManagementWealth Management Compliance KnowledgeAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning FrameworksData Collection and EntryFinancial Research SkillsAttention to DetailStrong Math Skills

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsMultitasking SkillsCreative Thinking

Tools & Technologies

EMoney Client PortalSalesforce CRMMicrosoft Office Suite

Certifications & Qualifications

CFP CertificationFINRA Series 65 License

Industry Keywords

Financial ServicesWealth PlanningClient EngagementTax Rules and RegulationsBusiness Risk Controls

About the role

Key responsibilities & impact

Design and develop financial planning analyses for client presentations
Work closely with Wealth Advisors and Financial Advisors
Use financial planning software to analyze, review, and design plans
Service high-value family client segments as a client-facing Wealth Planner
Mentor other financial planners and provide guidance on best practices
Resolve time-sensitive client inquiries and handle complex client advice topics
Collaborate with Private Wealth functions on special projects
Serve as the main financial planning point of contact for clients
Manage day-to-day client financial planning interactions and support wealth advisors
Maintain current knowledge of tax rules, laws, and regulations affecting clients
Build and maintain client relationships for retention and engagement
Support new client prospecting and onboarding, including client setup in eMoney
Maintain and update Salesforce CRM and eMoney
Manage client paperwork and electronic data files
Identify value-added Private Wealth services based on client business needs
Review activities for controls preventing errors, confidentiality breaches, and misstatements
Assist Wealth Advisors and associates with planning-related questions
Ensure adherence to corporate and operational policies and regulatory guidance

Requirements

What you’ll need

Bachelor’s degree in a relevant field
5+ years of applicable experience within Financial Services
Hold or be in pursuit of CFP certification or FINRA Series 65 license
Strong interpersonal and communication skills
Systems thinking and complex problem solving
Attention to detail and ability to grasp the big picture
Strong organizational and multitasking skills
Understanding of financial planning frameworks and concepts
Ability to balance client experience with business risk controls
Ability to work independently and collaboratively
Ability to adapt to changing information and business needs
Ability to learn and communicate complex, detailed information
Analytical problem-solving and creative thinking
Experience supporting financial planning data collection, entry, and process
General knowledge of wealth management compliance rules and regulations
Experience with eMoney client portal or financial planning software
Exceptional written communication
Strong math skills
Financial research skills
Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
Strong proficiency with eMoney client portal and financial planning software

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company sponsored medical, dental, vision, and other insurance coverage
Health savings accounts
Flexible spending accounts
Dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Associate banking benefits