Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted yesterday

Sr Financial Planner

UMB Bank164 open roles

Pay
$117,900 – $173,393 a year
Where
Scottsdale AZ
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSr Financial PlannerUMB Bank · Scottsdale AZ

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on UMB Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.1% of postings close within 7 days. Measured by our own scanner across the market. UMB Bank postings stay open a median of 36 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.1%7 days
  4. 21.1%14 days
  5. 35.7%30 days
  6. 58.7%60 days
This job: posted yesterday

UMB Bank median: 36 days open

The posting

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
  • 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 process, partnering with Client Service to ensure client setup in eMoney
  • Maintain and update Salesforce CRM and eMoney for all financial planning activities
  • Manage client paperwork and electronic data files for all financial planning relationships
  • Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide
  • Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations
  • Assist Wealth Advisors and other associates with planning related questions
  • Ensure adherence to corporate policy, operational policy, and regulatory guidance
  • Other duties as assigned

Requirements

Knowledge & Skills

MINIMUM:

  • Bachelor’s degree in a relevant field
  • 5+ years of applicable experience within Financial Services
  • Hold or in pursuit of CFP certification or FINRA Series 65 license

PREFERRED:

  • CFP or advanced designation
  • FINRA Series 65 licensed

MINIMUM:

Job Skills:

  • Great communicator with strong interpersonal skills
  • Systems thinking and complex problem solving
  • Attention to detail, yet ability to grasp big picture
  • Highly organized and can effectively multi-task
  • Understanding of financial planning frameworks and concepts
  • Able to balance a client experience mindset when managing and controlling business risks
  • Ability to work independently, collaborating with others to accomplish client objectives
  • Ability to adapt to changing information and business needs
  • Demonstrated ability to learn and communicate complex and detailed information
  • Analytical problem solver with the ability to think creatively
  • Organize and prioritize activities to ensure completion within established deadlines
  • Experience in supporting financial planning data collection, entry, and process
  • General knowledge of compliance rules and regulations within wealth management
  • You have worked with eMoney client portal or financial planning software
  • Exceptional written communication
  • Demonstrated strong math skills
  • Effective financial research skills

Technical Skills:

  • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
  • Strong proficiency with eMoney client portal and financial planning software

Bonus Points If:

  • Hold CFP certi9fication or other advanced designations
  • FINRA Series 65 licensed
  • Holistiplan and/or Vanilla planning experience
  • Familiar with BlackDiamond performance reporting
  • Familiar with Salesforce CRM
  • Familiar with Fidelity’s Wealthscape platform

This position was posted on 10/30/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$117,900 - $173,393

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

#LI-CH1

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against UMB Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on UMB Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    UMB Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.