Hiring: Sr Financial Planner Company: UMB Bank Location: Kansas City, MO Job Posted Time: 2026-09-12 21:46:44 Employment Type: Hybrid Target Skills & Keywords : Salesforce, Segment About the job Experience: •5+ years of applicable experience within Financial Services Qualifications: •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 •CFP or advanced designation •FINRA Series 65 licensed Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!