Senior Wealth Planner (Location SF or Walnut Creek)

Application Deadline:

04/17/2026

Address:

1333 N. California Blvd.

Job Family Group:

Wealth Sales & Service

Job Summary

The Senior Wealth Strategist delivers advanced, specialized wealth planning services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This role collaborates with Relationship Managers and planning professionals to provide holistic advice across financial, tax, estate, trust, philanthropic, and succession planning. The position is instrumental in strengthening client relationships, consolidating assets, and driving revenue growth.

Key Responsibilities

• Deliver customized, comprehensive wealth planning solutions to HNW/UHNW clients.
• Partner with Private Bankers, Investment Counsellors, and Advisors to support client strategy.
• Lead goals-based discovery sessions and ensure high standards for data capture and plan creation.
• Act as a subject matter expert in specialized planning areas, including regulatory and policy guidance.
• Provide insights on emerging trends, legislation, and advanced planning strategies.
• Develop and present educational content for internal and client-facing use.
• Consult with clients and their external advisors on complex financial issues.
• Build and maintain internal and external networks to support business growth.
• Ensure compliance with all banking, investment, legal, and ethical standards.
• Operate as a strategic resource across the enterprise, contributing to senior-level initiatives.

Qualifications

• Experience: 5–9 years of relevant experience in wealth planning, private banking, or financial advisory roles, with a proven track record of working with HNW/UHNW clients.
• Education: A university degree in a relevant field is required; a post-graduate degree (e.g., MBA, JD, LL.M., or Master’s in Taxation) is highly desirable.
• Certifications: Professional designations such as CFP®, CPA, TEP, or CLU are considered strong assets.
• Technical Expertise:• Deep knowledge of wealth planning strategies, including tax optimization, estate structuring, succession planning, and philanthropic giving.
• Broad understanding of financial institutions, investment management principles, and financial markets.
• Proficiency in financial planning software and tools.

• Skills:• Exceptional verbal and written communication skills.
• Advanced analytical and problem-solving capabilities.
• Strong influence and collaboration skills, especially in cross-functional environments.
• Ability to manage ambiguity and apply data-driven decision-making.
• Experience developing and delivering training or thought leadership content is a plus.

Salary:

$112,200.00 - $209,000.00

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

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 [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.