Wealth Planner

BMO; Scottsdale (AZ); 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

The Wealth Planner at BMO Financial Group in Scottsdale is the senior case designer within Internal Wealth Planning, delivering advanced financial guidance to HNW and UHNW clients. You will partner with Wealth Advisors and Senior Wealth Strategists to craft a documented strategy that drives asset growth and stronger client engagement.

This role requires CFP designation and solid experience with high-net-worth planning, with proficiency in eMoney or MoneyGuide Pro and strong communication skills

Qualifications

• 3-5 years of relevant experience in financial planning.
• Proven experience 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.

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

3-5 years of relevant experience

Proven experience in financial planing

CFP designation

MBA, JD/LL.M or Life Insurance assets

Planning software (eMoney, MoneyGuide)

Communication, collaboration, analysis

Education

CFP or equivalent designation

MBA, JD/LL.M or Life Insurance designation assets

Tools

eMoney

MoneyGuide Pro

Job description

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:

$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 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.