Senior Wealth Planner (Location SF or Walnut Creek)
BMO US(1 month ago)
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.
Required Skills
- Wealth Planning
- Financial Analysis
- Estate Planning
- Tax Planning
- Succession Planning
- Philanthropic Planning
- Trusts
- Relationship Management
- Communication
- Regulatory Compliance
+2 more
Qualifications
- University Degree
- Post-Graduate Degree (Desirable)
- Relevant Professional Designation (Asset)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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