Sr Financial Planner

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Offered From the posting source checked Jun 20, 2026
• Surrogacy assistance: Not verified

Mental health support

Offered From the posting source checked Jun 20, 2026

Relocation assistance

Not verified

Childcare support

Offered From the posting source checked Jun 20, 2026

Learning budget

Offered From the posting source checked Jun 20, 2026

Verification

Not verified checked Jun 13, 2026

Salary

$83K-$131K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

About in line with the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Senior From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Sr Financial Planner Kansas City MO 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 Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analyses for presentations to clients. You will utilize financial planning software to analyze, review and design plans. This is a hybrid role but is driven by client meetings. (Mon/Tues/Wed/Thur on site). 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

Read the full description at umb.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.