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© All Rights Reserved. ApplyBlast.com
BMO
The Estate Planning Consultant provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients to help meet their long-term financial objectives. This role involves collaborating with Relationship Managers and other planning professionals to deliver comprehensive financial, tax, and succession planning solutions. The position supports the growth and retention of client assets through tailored planning strategies that enhance the overall client experience and drive profitability.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BMO.
14% below the average for this role
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
