Senior Wealth Planner (location Sf Or Walnut Creek)

BMO Financial Group

San Francisco, CA, US
Base: $112,200.00 - $209,000.00; bonus/equity: not...
High net worth (hnw) and ultra high net worth (uhnw) clients
Holistic advice
Financial, tax, estate, trust, philanthropic, and succession planning
The Senior Wealth Strategist delivers advanced, specialized wealth planning services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients

Job Summary

  • The Senior Wealth Strategist delivers advanced, specialized wealth planning services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • This role collaborates with Relationship Managers and planning professionals to provide holistic advice across financial, tax, estate, trust, philanthropic, and succession planning.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The Senior Wealth Strategist delivers advanced, specialized wealth planning services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Salary

Base: $112,200.00 - $209,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients
  • holistic advice
  • financial, tax, estate, trust, philanthropic, and succession planning
  • goals-based discovery sessions
  • emerging trends, legislation, and advanced planning strategies
  • internal and external networks

Nice-to-have

  • strengthening client relationships
  • consolidating assets
  • driving revenue growth
  • thought leadership content

Key Requirements

  • 5–9 years of relevant experience
  • university degree in a relevant field
  • CFP®, CPA, TEP, or CLU certifications
  • Deep knowledge of wealth planning strategies
  • Proficiency in financial planning software

Work Rights

Not specified

Tailored Resume

Cover Letter