Senior Wealth Planner & Strategy Architect

BMO; San Rafael (CA); 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

BMO Financial Group is seeking a Wealth Planner in California to serve HNW and UHNW clients. You will design advanced wealth strategies, partner with Wealth Advisors, and document tailored plans to support asset growth and client engagement.

This senior role requires CFP or equivalent designation, 3–5 years of experience, and proficiency with planning software such as eMoney or MoneyGuide Pro. The position emphasizes compliance, collaboration, and client-centric service.

Qualifications

• 3–5 years of relevant experience or a post-secondary degree in a related field.
• Proven experience in financial planning with HNW clients and Wealth Advisors.
• CFP or equivalent designation required.
• Experience with eMoney or MoneyGuide Pro software.
• 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

Financial planning

HNW client experience

CFP designation

Wealth software

Communication

Analytical skills

Influence

Education

Post-secondary degree in related field

CFP certification or equivalent

MBA/JD/LL.M considered assets

Life Insurance designation considered assets

Tools

eMoney

MoneyGuide Pro

Job description

BMO Financial Group is seeking a Wealth Planner in California to serve HNW and UHNW clients. You will design advanced wealth strategies, partner with Wealth Advisors, and document tailored plans to support asset growth and client engagement.

This senior role requires CFP or equivalent designation, 3–5 years of experience, and proficiency with planning software such as eMoney or MoneyGuide Pro. The position emphasizes compliance, collaboration, and client-centric service.