Senior Wealth Strategist

BMO; Scottsdale (AZ); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group seeks a seasoned wealth planning professional to support HNW/UHNW clients in Scottsdale, AZ. You will deliver customized planning services, coordinate discovery with clients, and act as a subject matter expert on regulations and planning solutions to grow client assets and profitability.

The role emphasizes data-driven decision making, collaboration with cross-functional teams, and the development of training content for internal and client-facing use.

Qualifications

• 5-9 years of relevant experience and a University degree in relevant field of study.
• Post-graduate degree is desirable.
• Relevant professional designation is considered an asset.
• Experience dealing with HNW/UHNW clients.

Responsibilities

• Provides customized advice and specialized planning services to HNW/UHNW client segments.
• Facilitates goals-based discovery process directly with clients, ensuring data capture and plan creation standards.
• Acts as a subject matter expert in specialized planning, including regulations and policies.
• Leverages financial analysis in the development of detailed and complex financial plans.
• Develops content in specialized planning for training materials and client-facing material.
• Leads/participates in development and presentation of educational programs in specialized planning.

Skills

Wealth planning

HNW/UHNW clients

Consultative selling

Financial analysis

Regulatory knowledge

Team collaboration

Client relationships

Education

University degree

Post-graduate degree

Job description

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.

• Provides customized advice and specialized planning services to HNW/UHNW client segments.

• Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.

• Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.

• Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions.

• Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.

• Leverages financial analysis in the development of detailed and complex financial plans.

• Consults with clients and their external advisors on complex issues, as required.

• Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.

• Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.

• Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.

• Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business.

• May network with industry contacts to gain competitive insights and best practices.

• Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.

• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

• Implements changes in response to shifting trends.

• Broader work or accountabilities may be assigned as needed. Qualifications:

• Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.

• Post-graduate degree is desirable.

• Relevant professional designation is considered an asset.

• Experience dealing with HNW/UHNW clients.

• Proven track record in developing and growing a profitable financial or related client services business.

• Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.

• Broad knowledge of financial institutions, services and products.

• Broad knowledge of investment management principles, economics and financial markets.

• Seasoned professional with a combination of education, experience and industry knowledge.

• Verbal & written communication skills - In-depth / Expert.

• Analytical and problem solving skills - In-depth / Expert.

• Influence skills - In-depth / Expert.

• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

• Able to manage ambiguity.

• Data driven decision making - In-depth / Expert.

Salary:

$120,000.00 - $250,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.