Senior Wealth Planner (Location SF or Walnut Creek)
BMO
About this role
Provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients, partnering with Relationship Managers to deliver comprehensive financial, tax, estate, trust and succession planning solutions. Acts as a subject matter expert across complex planning areas and supports growth and retention of client assets by broadening client dialogue and enhancing advisor relationships. Serves as a specialist resource at a group/enterprise level and contributes to training and thought leadership within the firm.
Skills
Qualifications
About BMO
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Recent company news
American BankerBMO unveils plan to invest in its U.S. branches, technology
Aug 26, 2025
Bloomberg.comBMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
MarketBeatBMO US Dividend ETF (CAD) (TSE:ZDY) Sets New 12-Month High - Here's What Happened
3 weeks ago
Financial PostBMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025
ReutersBMO hires former BofA executive Aron Levine to lead US units, rejigs teams
Jun 5, 2025
About BMO
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO.
Salary
$122k – $228k
per year