Sr Financial Planner

Job description

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 - Resolve time sensitive client inquiries and handle complex client advice topics - Works collaboratively with other functions in Private Wealth to complete special projects Function Specific Job Duties: - 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 pr...