Senior Wealth Planner - HNW Strategy & Planning
BMO
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Resumo da vaga
BMO Financial Group in Chicago is seeking a Wealth Planner to serve as the senior designer of comprehensive wealth plans for HNW and UHNW clients. You will collaborate with Wealth Advisors and Senior Wealth Strategists to craft data-driven strategies and document clear, actionable plans.
The role emphasizes tax, estate and trusts expertise, client relationship development, and disciplined wealth management.
Qualificações
- 3–5 years of experience in financial planning.
- Proven experience with HNW/UHNW clients and wealth advisors.
- CFP designation required; MBA/JD/LL.M assets.
Responsabilidades
- Lead goals-based discovery and accurate data capture for plans.
- Develop and present complex wealth plans tailored to client goals.
- Collaborate with stakeholders to expand services and growth.
- Maintain high standards for client experience and relationships.
- Provide strategic insights and support business initiatives.
- Analyze strategic issues and contribute to group planning.
- Leverage expertise in taxation, estate, and succession planning.
- Coach Wealth Advisors in wealth management delivery.
- Offer integrated advice across advanced planning areas including philanthropy.
- Ensure compliance with banking, investment, and legal regulations.
Conhecimentos
Formação
Ferramentas
Descrição da vaga
BMO Financial Group in Chicago is seeking a Wealth Planner to serve as the senior designer of comprehensive wealth plans for HNW and UHNW clients. You will collaborate with Wealth Advisors and Senior Wealth Strategists to craft data-driven strategies and document clear, actionable plans.
The role emphasizes tax, estate and trusts expertise, client relationship development, and disciplined wealth management.
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