Senior Wealth Planner: Strategy & Growth for HNW

BMO; Dallas (TX); 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 Wealth Planning is seeking a senior Wealth Planner to design advanced financial strategies for HNW and UHNW clients. You will partner with Wealth Advisors to deliver client-centric wealth planning and documented strategies, aiming to grow assets and deepen client engagement.

Role emphasizes cross-functional collaboration, regulatory compliance, and leadership in sophisticated planning areas, including philanthropy. Excellent communication and strategic insights are essential.

Qualifications

• 3–5 years of relevant experience or a post-secondary degree in a related field.
• CFP 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

Communication skills

Collaboration

Analytical skills

Influence skills

Client planning

Education

Post-secondary degree in a related field

CFP designation

MBA

JD/LL.M

Life Insurance designation

Tools

eMoney

MoneyGuide Pro

Job description

BMO Wealth Planning is seeking a senior Wealth Planner to design advanced financial strategies for HNW and UHNW clients. You will partner with Wealth Advisors to deliver client-centric wealth planning and documented strategies, aiming to grow assets and deepen client engagement.

Role emphasizes cross-functional collaboration, regulatory compliance, and leadership in sophisticated planning areas, including philanthropy. Excellent communication and strategic insights are essential.