Director of Financial Planning position at UMB, responsible for leading financial planning and practice development activities for Private Wealth Management. Oversees a team of financial planning professionals and partners with advisors and managing partners to drive practice efficiencies and growth.
Requirements
- Bachelor’s degree in relevant field or combination of education and experience
- 10+ years of applicable experience within Financial Services
- 3+ years of demonstrated functional leadership experience
- CFP or advanced designation
- Series 65 registration
Benefits
- Paid Time Off
- 401(k) matching program
- annual incentive pay
- paid holidays
- comprehensive company sponsored benefit plan
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- employee assistance program
- fitness reimbursement
- tuition reimbursement
- associate wellbeing program
- associate emergency fund
- various associate banking benefits
To apply for this job please visit umb.wd1.myworkdayjobs.com.
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