BMO U.S. · 16 hours ago
Senior Wealth Planner (Location SF or Walnut Creek)
San Francisco, CA
Full-time
Onsite
Senior Level
$122K/yr - $228K/yr
5+ years expBMO U.S. is focused on creating lasting, positive change for customers, communities, and employees. They are seeking a Senior Wealth Planner to provide specialized wealth planning for High Net Worth and Ultra High Net Worth clients, ensuring comprehensive financial, tax, and estate planning solutions. The role involves collaborating with other professionals to enhance client relationships and drive profitability.
Banking
Responsibilities
Provides customized advice and specialized planning services to HNW/UHNW client segments
Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group
Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience
Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions
Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients
Leverages financial analysis in the development of detailed and complex financial plans
Consults with clients and their external advisors on complex issues, as required
Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions
Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material
Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients
Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business
May network with industry contacts to gain competitive insights and best practices
Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study
Post-graduate degree is desirable
Relevant professional designation is considered an asset
Experience dealing with HNW/UHNW clients
Proven track record in developing and growing a profitable financial or related client services business
Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends
Broad knowledge of financial institutions, services and products
Broad knowledge of investment management principles, economics and financial markets
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
Company data provided by crunchbase