The role focuses on servicing high-value family client segments as a client-facing Wealth Planner while mentoring other financial planners
Job Summary
The role focuses on servicing high-value family client segments as a client-facing Wealth Planner while mentoring other financial planners.
Candidates will be responsible for managing day-to-day client interactions, ensuring positive experiences that exceed expectations, and maintaining compliance with corporate policies.
UMB offers competitive benefits including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health coverage.
Matching Summary
The role focuses on servicing high-value family client segments as a client-facing Wealth Planner while mentoring other financial planners.
Salary
Base: $83,200.00 - $178,800.00; Bonus/Equity: Annual incentive pay included; Benefits: Paid time off, 401(k) match, health insurance, tuition reimbursement
Skills & Requirements
Must-have
Bachelor's degree in relevant field
5+ years financial services experience
Strong communication and interpersonal skills
Proficiency with eMoney client portal
Understanding of tax rules and regulations
Nice-to-have
Ability to balance client experience with risk control
Creative problem solving abilities
Experience with BlackDiamond performance reporting