Wealth Planner

BMO; San Rafael (CA); Presencial; USD 90.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial planning

HNW client experience

CFP designation

Wealth software

Communication

Analytical skills

Influence

Educación

Post-secondary degree in related field

CFP certification or equivalent

MBA/JD/LL.M considered assets

Life Insurance designation considered assets

Herramientas

eMoney

MoneyGuide Pro

Descripción del empleo

Application Deadline & Address

Application Deadline: 12/30/2026 Address: 320 S Canal Street

Job Family Group: Wealth Sales & Service

Job Summary

The Wealth Planner is the senior case designer on the Internal Wealth Planning group providing advanced financial planning guidance and strategy design to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This role partners with Wealth Advisors and Senior Wealth Strategists to deliver a client-centric wealth planning experience, culminating in a documented strategy. The position supports asset growth and retention by enhancing client engagement and executing disciplined sales and wealth management strategies.

Key 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.

Qualifications

• 3–5 years of relevant experience or a post-secondary degree in a related field.
• Proven experience in financial planning and working with HNW clients and Wealth Advisors.
• CFP or equivalent 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.

Salary

Salary: $90,000.00 - $180,000.00 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 http://jobs.bmo.com/us/en

Equal Employment Opportunity

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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.