UHNW Wealth Planning Advisor — Strategic Client Solutions

Hispanic Alliance for Career Enhancement; Chicago (IL); On-site; USD 74,000 - 138,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client relationship development, and regulatory compliance within a collaborative client strategy team.

The position requires 5–7 years of experience, a related degree, and strong communication, analytical, and business development

Qualifications

• 5–7 years of relevant experience in wealth planning or advisory roles.
• Post-secondary degree; graduate degree is desirable.
• Professional designation (e.g., CFP) is an asset.
• Experience serving HNW/UHNW clients and a track record in business development.
• Strong communication, collaboration, and analytical problem solving.
• Ability to analyze data and make informed recommendations.

Responsibilities

• Provides customized wealth planning advice to HNW/UHNW client segments.
• Leads discovery for goals-based planning and ensures data capture standards.
• Acts as a client strategy team member to enhance client experience.
• Develops detailed financial plans using financial analysis.
• Consults with clients and external advisors on complex issues.
• Develops training content and materials for planning areas.

Skills

HNW/UHNW client experience

Business development

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Data driven decision making

Education

Bachelor's degree in related field

Post-graduate degree desirable

Professional designation asset

Job description

BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client relationship development, and regulatory compliance within a collaborative client strategy team.

The position requires 5–7 years of experience, a related degree, and strong communication, analytical, and business development