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.
#J-18808-LjbffrSenior Wealth Planner & Strategy Architect in san rafael at Unknown Company
This position is listed as full time and onsite.