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© All Rights Reserved. ApplyBlast.com
BMO
The Wealth Planning Consultant, Private Wealth role provides advanced financial planning and guidance to High Net Worth and Ultra High Net Worth clients in partnership with Investment Advisors. The position involves developing comprehensive wealth strategies, conducting client presentations, and leveraging specialized resources in taxation and estate planning to grow and retain client assets. This role focuses on delivering a consultative client experience while supporting regional business growth through disciplined sales and wealth management strategies.
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.
40% above 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
