Senior Wealth Architect for HNW/UHNW Planning

BMO U.S.; Milwaukee (WI); On-site; USD 91,800 - 171,000; Full time

Job summary

BMO U.S. in Milwaukee seeks a Senior Wealth Planning Specialist to deliver customized advice and specialized planning for HNW/UHNW clients, partnering with Private Bankers and Advisors to integrate comprehensive financial, tax, estate, and philanthropic planning.

You will lead goals-based discovery, develop complex financial plans, and contribute to client retention and growth while adhering to regulatory standards.

Qualifications

• 5–9 years of relevant wealth planning experience.
• Experience dealing with HNW/UHNW clients is preferred.
• Extensive knowledge of wealth planning strategies, issues and trends.
• Verbal and written communication skills – in‑depth / expert.
• Analytical and problem solving skills – in‑depth / expert.
• Collaboration and team skills; cross‑group collaboration – in‑depth / expert.
• Data driven decision making – in‑depth / expert.

Responsibilities

• Provides customized advice and specialized planning services to HNW/UHNW client segments.
• Facilitates discovery process with clients and ensures data capture and plan creation standards.
• Acts as a member of a client strategy team to enhance the client experience.
• Applies consultative wealth planning principles and techniques in client interactions.
• Serves as subject matter expert on regulations and policies to provide insights.
• Leverages financial analysis in developing detailed and complex financial plans.
• Consults with clients and external advisors on complex issues.
• Develops content on specialized planning for training and client materials.
• Leads development/presentation of educational programs within BMO and to clients.
• Develops/maintains networks to grow the business; may network for insights.
• Protects assets by adhering to laws, policies and risk guidelines.
• Operates at enterprise level as a specialist resource to senior leaders.
• Implements changes in response to shifting trends.

Job description

BMO U.S. in Milwaukee seeks a Senior Wealth Planning Specialist to deliver customized advice and specialized planning for HNW/UHNW clients, partnering with Private Bankers and Advisors to integrate comprehensive financial, tax, estate, and philanthropic planning.

You will lead goals-based discovery, develop complex financial plans, and contribute to client retention and growth while adhering to regulatory standards.