Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!
We have plenty of tradition too - actually 100 years of it! We're proud of our history, stability, and proven track record of success. With over $13 Billion in Total Assets, UMB has consistently been recognized as one of the nation's best financial institutions and we currently need more dedicated and enthusiastic people, just like you!
We are currently hiring a
Kansas City, MO
. This person will have the opportunity to provide comprehensive analysis, pro-active financial, strategic and/or estate planning solutions to Private Wealth current and prospective clients. Provide sophisticated and technical financial support and work closely with client delivery teams to identify financial/estate planning opportunities. Support the client planning and decision- making by identifying, maintaining, and evaluating information; developing and recommending actions. May focus on resolution of non-estate planning issues.
Prepares financial planning reports for Private Wealth, high-net worth clientele by collecting, formatting, analyzing and explaining information. Recommends financial scenarios and/or actions by assessing options in relation to client/prospects goals and needs. Builds financial/estate planning database by identifying sources of information; assembling, verifying and backing up data. Defines financial situation by completing quantitative analyses. Evaluates optional plans by identifying outcomes and potential returns. Communicate planning recommendations to client delivery teams. Serves as a resource to client delivery teams and management for education and training on relevant financial planning topics and analysis. Recommends debt structures by analyzing refinancing options. Protects UMB and its clientele by keeping financial information confidential. Maintains technical knowledge by attending educational workshops; reviewing publications.
What you'll need:
Bachelors degree in related area
Five - seven years relevant experience
CFP or advanced designation
At UMB, we strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!
What you'll get:
Unique Benefit Programs :
We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion:
We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.
Please visit us at
to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.
UMB Financial is the holding company for four UMB-branded banks serving Arizona, Colorado, Illinois, Kansas, Nebraska, Oklahoma, and...