Senior Wealth Planner for HNW & UHNW Clients

BMO; Chicago (IL); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

The Wealth Planner is the senior case designer on the Internal Wealth Planning group, delivering advanced financial planning guidance and strategy design to HNW and UHNW clients. This role partners with Wealth Advisors and Senior Wealth Strategists to document a cohesive strategy and drive client engagement.

You will support asset growth and retention by applying disciplined wealth management techniques, ensuring compliant, integrated advice across planning areas including philanthropy.

Qualifications

• 3–5 years of relevant experience or a post-secondary degree in a related field.
• Proven experience in financial planning and working with HNW clients and Wealth Advisors.
• CFP or equivalent designation required.
• MBA, JD/LL.M, or Life Insurance designation considered assets.
• Proficiency in financial planning software (eMoney, MoneyGuide Pro).
• Strong verbal and written communication, collaboration, analytical, and influence skills.

Responsibilities

• Lead goals-based discovery processes and ensure accurate data capture and plan creation.
• Develop and present complex, comprehensive wealth plans tailored to client objectives.
• Collaborate with internal stakeholders to expand service offerings and drive business growth.
• Maintain high standards for client experience and relationship development.
• Provide strategic insights and support execution of business initiatives.
• Analyze strategic issues and contribute to business/group strategy development.
• Leverage expertise in taxation, estate & trust, and succession planning.
• Coach Wealth Advisors on delivering wealth management solutions.
• Offer integrated, customized advice across advanced planning areas including philanthropy.
• Ensure compliance with banking, investment, and legal regulations.

Skills

Verbal and written communication

Collaboration

Analytical

Influence skills

Education

CFP or equivalent designation

MBA/JD/LL.M designation considered assets

Tools

eMoney

MoneyGuide Pro

Job description

The Wealth Planner is the senior case designer on the Internal Wealth Planning group, delivering advanced financial planning guidance and strategy design to HNW and UHNW clients. This role partners with Wealth Advisors and Senior Wealth Strategists to document a cohesive strategy and drive client engagement.

You will support asset growth and retention by applying disciplined wealth management techniques, ensuring compliant, integrated advice across planning areas including philanthropy.