Senior Wealth Planner (location Sf Or Walnut Creek)

BMO

San Francisco, CA, US
$112,200.00 - $209,000.00; not specified; health i...
Advanced wealth planning services
High net worth/ultra high net worth clients
Holistic financial advice
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 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

$112,200.00 - $209,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • advanced wealth planning services
  • High Net Worth/Ultra High Net Worth clients
  • holistic financial advice
  • regulatory and policy guidance
  • emerging trends and legislation

Nice-to-have

  • strengthening client relationships
  • driving revenue growth
  • internal and external networks
  • strategic resource across the enterprise

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter