Senior Wealth Planner for HNW & UHNW Strategies

BMO; Scottsdale (AZ); 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 at BMO Financial Group in Scottsdale is the senior case designer within Internal Wealth Planning, delivering advanced financial guidance to HNW and UHNW clients. You will partner with Wealth Advisors and Senior Wealth Strategists to craft a documented strategy that drives asset growth and stronger client engagement.

This role requires CFP designation and solid experience with high-net-worth planning, with proficiency in eMoney or MoneyGuide Pro and strong communication skills

Qualifications

• 3-5 years of relevant experience in financial planning.
• Proven experience 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

3-5 years of relevant experience

Proven experience in financial planing

CFP designation

MBA, JD/LL.M or Life Insurance assets

Planning software (eMoney, MoneyGuide)

Communication, collaboration, analysis

Education

CFP or equivalent designation

MBA, JD/LL.M or Life Insurance designation assets

Tools

eMoney

MoneyGuide Pro

Job description

The Wealth Planner at BMO Financial Group in Scottsdale is the senior case designer within Internal Wealth Planning, delivering advanced financial guidance to HNW and UHNW clients. You will partner with Wealth Advisors and Senior Wealth Strategists to craft a documented strategy that drives asset growth and stronger client engagement.

This role requires CFP designation and solid experience with high-net-worth planning, with proficiency in eMoney or MoneyGuide Pro and strong communication skills