Senior Wealth Strategist

BMO Financial Group

Scottsdale, Arizona, United States
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
Hnw/uhnw client experience
Complex financial plan development
Estate and trust planning expertise
The role provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients to meet long-term financial objectives

Job Summary

  • The role provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients to meet long-term financial objectives.
  • Candidates must leverage specialized knowledge to partner with Relationship Managers and provide comprehensive solutions encompassing tax, succession, and estate planning.
  • The position offers a competitive salary range of $91,800.00 to $171,000.00 along with health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients to meet long-term financial objectives.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • HNW/UHNW client experience
  • Complex financial plan development
  • Estate and trust planning expertise
  • Consultative sales approach
  • Cross-group collaboration skills

Nice-to-have

  • Post-graduate degree preferred
  • Professional designation asset
  • Content development capabilities
  • Educational program leadership
  • Emerging trends awareness

Key Requirements

  • 5 - 9 years relevant experience
  • University degree in relevant field
  • Proven track record in profitable business growth
  • Extensive knowledge of wealth planning strategies

Work Rights

Not specified

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