Senior Wealth Planner for Private Clients
UMB Financial Corporation
UMB Financial Corporation is seeking an experienced Wealth Planner to deliver exceptional financial planning services to Private Wealth Management clients in Kansas City. The role involves mentoring junior financial planners and managing client relationships to ensure excellent service and client retention. The ideal candidate will hold a relevant Bachelor's degree and have 5+ years of experience in Financial Services, with a focus on delivering value-added services to clients. Certification or pursuit of CFP or FINRA Series 65 license is preferred. #J-18808-Ljbffr UMB Financial Corporation
Vacancy posted 4 days ago
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