11,401 Wealth jobs in the United States

Job Summary Job Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a structured 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion, you will have the opportunity to join a Financial Advisor team to deliver a consistent experience supporting the organization's goals-based wealth management strategy. What will you do? Learn from wealth planning experts, top Financial Advisors, and develop skills to become a successful wealth planner at RBC. Obtain an accredited wealth planning designation (CFP preferred, other credentials like CFA, CPA, AWM considered). Participate in e-learning, case studies, virtual group work, and hands-on training on RBC products, services, wealth planning process, and tools. Pursue Series 7 and Series 66 licenses and start working towards your designation during the program. Apply acquired knowledge by working directly with an FA and their team, completing coursework, and a capstone project. Contribute to RBC WealthPlans, present to clients, lead financial planning meetings, and deliver wealth management solutions. This phase includes mentoring and certification exam preparation. At month 24, upon successful program completion and credentialing, join an FA team as a new FA in the local market, continuing technical development. In your new role, engage clients in goals-based relationships, use best-in-class tools, and provide comprehensive wealth management advice, preparing you for a successful career as an FA. What do you need to succeed? Must-have Bachelor's degree, preferably in personal finance Excellent communication, relationship, critical thinking, and analytical skills. Self-motivated. Series 7 and Series 66 licenses Ability to obtain CFP designation within two years. Ability to travel 25-50% of the time. Nice-to-have Understanding of financial planning and industry tools Proficiency in Word, PowerPoint, Excel (formulas, graphs, pivot tables) 2+ years of financial planning or related experience in financial services. What's in it for you? We thrive on challenges, growth, and collaboration to deliver trusted advice. We value diversity, community involvement, and mutual success. Comprehensive benefits, incentives, and recognition programs Supportive leadership and development opportunities Dynamic, collaborative, high-performing team environment Career growth opportunities Work-life balance Inclusive culture emphasizing diversity, volunteerism, and community engagement The salary range is $65,000 - $105,000, depending on experience, skills, registration status, market conditions, and business needs. Compensation includes bonuses, benefits (health, dental, vision, life, disability), and paid time off. Our compensation philosophy supports attracting and retaining talented professionals aligned with RBC's high-performance culture and strategic goals. Job Skills Additional Job Details Address: 99 ALMADEN BOULEVARD, SAN JOSE City: San Jose Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-11-26 Application Deadline: Note : Applications accepted until 11:59 PM the day before the deadline. Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion, committed to building equitable workplaces. We support candidates with disabilities and provide accommodations during recruitment upon request. Join our Talent Community Stay informed about RBC career opportunities, tips, and events by signing up. Learn how we foster growth and community well-being at jobs.rbc.com. #J-18808-Ljbffr

Job Description: Director , Wealth & Planning Solutions The Job/What You'll Do The Director , Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity , the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12 ,000 + financial advisor clients partnering with AssetMark. If you’ve been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors’ needs . The Director will take over two existing products, AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions . In this role you’ll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire , develop and enhance our offers to extend financial advisors’ value proposition beyond solely delivering asset management services. A well-qualified candidate will be able to lead a team, think flexibly and strategically , and partner effectively across the organization to execute on the strategic roadmap . You excel in a fast-paced, challenging, collaborative and “hands-on” environment where everyone is in - it - together. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA, Chicago, IL, or Charlotte, NC. Key responsibilities of the position include: Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to d efine and execute the strategic roadmap for AssetMark’s wealth and planning solutions . Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams. Take ownership of existing offerings , including AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable—with a mandate to grow and expand these solutions. Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs. Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management. Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams. Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making . Support sales efforts by championing the solution set across distribution channels and address ing product competitiveness and positioning with in target client segments. Lead and support the develop ment of junior staff , fostering collaboration and a high-performance culture. Knowledge / Skill Requirements Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement , or other wealth offers that can connect directly to or adjacent to an advisory account . Private banking experience is a pl us. Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts. Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight. Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required . Excellent analytical and financial modeling skills ; able to combine quantitative and qualitative approaches to develop strategic recommendations. Demonstrated ability to manage and deliver complex projects on time and within budget. Self-motivated and results-oriented , with a strong bias fo r action and ability to lead workstreams from start to finish with limited oversight. Ability to evaluate risks and the impact of decisions on an overall organization Exceptional verbal and written communication skills , adept at presenting to and influencing executive audiences T hrives in a fas t-paced, dynamic environment with a strong team orientation and collaborative mindset , and a quickly changing atmosphere. P ositive, solutions-focused attitude, team oriented, and can-do attitude. Additional Requirements Limited travel approximately 10-15% depending on the business need s . Education / Experience Bachelor’s degree in business or other related fields. 10 + years of relevant experience . AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. Compensation: The Base Salary range for this position is as follows: For Concord, CA: Salary range is $195,000-$22,000 For Charlotte, NC: Salary range is 165,000- 188,000 This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. #J-18808-Ljbffr

Job Description: Director , Wealth & Planning Solutions The Job/What You'll Do The Director , Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity , the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12 ,000 + financial advisor clients partnering with AssetMark. If you’ve been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors’ needs . The Director will take over two existing products, AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions . In this role you’ll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire , develop and enhance our offers to extend financial advisors’ value proposition beyond solely delivering asset management services. A well-qualified candidate will be able to lead a team, think flexibly and strategically , and partner effectively across the organization to execute on the strategic roadmap . You excel in a fast-paced, challenging, collaborative and “hands-on” environment where everyone is in - it - together. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA, Chicago, IL, or Charlotte, NC. Key responsibilities of the position include: Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to d efine and execute the strategic roadmap for AssetMark’s wealth and planning solutions . Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams. Take ownership of existing offerings , including AssetMark’s Securities Backed Line of Credit (SBLOC) and AssetMark Charitable—with a mandate to grow and expand these solutions. Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs. Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management. Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams. Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making . Support sales efforts by championing the solution set across distribution channels and address ing product competitiveness and positioning with in target client segments. Lead and support the develop ment of junior staff , fostering collaboration and a high-performance culture. Knowledge / Skill Requirements Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement , or other wealth offers that can connect directly to or adjacent to an advisory account . Private banking experience is a pl us. Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts. Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight. Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required . Excellent analytical and financial modeling skills ; able to combine quantitative and qualitative approaches to develop strategic recommendations. Demonstrated ability to manage and deliver complex projects on time and within budget. Self-motivated and results-oriented , with a strong bias fo r action and ability to lead workstreams from start to finish with limited oversight. Ability to evaluate risks and the impact of decisions on an overall organization Exceptional verbal and written communication skills , adept at presenting to and influencing executive audiences T hrives in a fas t-paced, dynamic environment with a strong team orientation and collaborative mindset , and a quickly changing atmosphere. P ositive, solutions-focused attitude, team oriented, and can-do attitude. Additional Requirements Limited travel approximately 10-15% depending on the business need s . Education / Experience Bachelor’s degree in business or other related fields. 10 + years of relevant experience . AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. Compensation: The Base Salary range for this position is as follows: For Concord, CA: Salary range is $195,000-$22,000 For Charlotte, NC: Salary range is 165,000- 188,000 This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. #J-18808-Ljbffr

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.

• Provides customized advice and specialized planning services to HNW/UHNW client segments.
• Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
• Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
• Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions.
• Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.
• Leverages financial analysis in the development of detailed and complex financial plans.
• Consults with clients and their external advisors on complex issues, as required.
• Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
• Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
• Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
• Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.
• May network with industry contacts to gain competitive insights and best practices.
• Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
• Post-graduate degree is desirable.
• Experience with Private Equity principals and relevant planning strategies is highly desirable.
• Relevant professional designation is considered an asset.
• Experience dealing with HNW/UHNW clients.
• Proven track record in developing and growing a profitable financial or related client services business.
• Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.
• Broad knowledge of financial institutions, services and products.
• Broad knowledge of investment management principles, economics and financial markets.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Salary: $102,000.00 - $190,000.00

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.

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.

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 and let us know the nature of your request and your contact information.

Join to apply for the Senior Wealth Planning Strategist role at First Citizens Bank Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the Senior Wealth Planning Strategist role at First Citizens Bank Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department. Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department. Responsibilities Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationships and identify opportunities. Business Strategy - Creates and drives a client-centered, advice-based planning culture. Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide. Analysis - Analyzes the financial situation of high net worth clients and prospects. Identifies potential gaps and risks in their current wealth management strategies, taking into account legal, tax, and investment goals or limitations. Business Support - Initiates and leads education and development events for internal partners. Provides guidance or coaching on wealth planning topics and tools for less experienced associates in the work group. Partners with and mentors less experienced associates in creating a client's wealth plan. May assist management with special projects. Develops relationships with centers of influence in the bank community. Subject Matter Expertise - Develops superuser expertise and knowledge of software utilized to develop client plans including but not limited to MoneyGuidePro and eMoney. Serves as an expert resource to coach and train to the program's usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations. Qualifications Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning Preferred Education: Bachelor's Degree and Graduate/Professional Degree Preferred Area of Study: Financial Planning or Trust Management Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation Required, Master of Laws (LLM or LLB) designation Preferred, Certified Exit Planning Advisor (CEPA or CExP) designation Preferred Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to take planning action The base pay for this position is generally between $170,000 and $30,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking and Financial Services Referrals increase your chances of interviewing at First Citizens Bank by 2x Get notified about new Senior Wealth Manager jobs in San Francisco, CA . San Francisco, CA 100,000 - 130,000 2 weeks ago San Francisco, CA 135,000 - 175,000 1 month ago San Francisco, CA 36,000 - 125,000 3 weeks ago San Francisco, CA 170,000.00 - 300,000.00 5 days ago Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President Foster City, CA 135,000.00 - 175,000.00 2 months ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Walnut Creek, CA 39,000.00 - 125,000.00 1 month ago San Francisco, CA 122,535.00 - 208,715.00 3 days ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Asset & Wealth Management, Client Solutions Group, SMA Business Development Specialist, Pacific Northwest Territory, Vice President Family Office Advisor/Financial Planner (UHNW) Sr. Manager, Wealth Advisor - Schwab Wealth Advisory San Francisco, CA 200,000 - 250,000 3 days ago San Francisco, CA 85,000 - 135,000 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Join to apply for the Senior Wealth Planning Strategist role at BMO U.S. 2 days ago Be among the first 25 applicants Join to apply for the Senior Wealth Planning Strategist role at BMO U.S. Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Provides customized advice and specialized planning services to HNW/UHNW client segments. Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience. Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions. Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients. Leverages financial analysis in the development of detailed and complex financial plans. Consults with clients and their external advisors on complex issues, as required. Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions. Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material. Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients. Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business. May network with industry contacts to gain competitive insights and best practices. Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study. Post-graduate degree is desirable. Experience with Private Equity principals and relevant planning strategies is highly desirable. Relevant professional designation is considered an asset. Experience dealing with HNW/UHNW clients. Proven track record in developing and growing a profitable financial or related client services business. Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends. Broad knowledge of financial institutions, services and products. Broad knowledge of investment management principles, economics and financial markets. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $90,000.00 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: 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 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 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. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at BMO U.S. by 2x Sign in to set job alerts for “Senior Wealth Manager” roles. Greater Chicago Area $85,000.00-$125, 00.00 1 week ago Chief Investment Officer, Wealth Management Chicago, IL 400,000.00- 550,000.00 2 weeks ago Northbrook, IL 130,000.00- 175,000.00 2 weeks ago Chicago, IL 130,000.00- 150,000.00 4 days ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago Chicago, IL 75,000.00- 80,000.00 2 weeks ago Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago Chicago, IL 125,000.00- 250,000.00 1 week ago Chicago, IL 102,000.00- 190,000.00 1 week ago Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago Chicago, IL 110,000.00- 230,000.00 1 week ago Elmhurst, IL 75,000.00- 150,000.00 4 days ago Chicago, IL 40,000.00- 65,000.00 6 days ago Chicago, IL 90,000.00- 100,000.00 2 weeks ago Chicago, IL 75,000.00- 110,000.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown Chicago, IL $2 5,000.00- 320,000.00 3 days ago Chicago, IL 119,000.00- 185,000.00 1 week ago Financial Advisor - Endowments and Foundations Chicago, IL 100,000.00- 130,000.00 2 weeks ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago Investment Executive (Financial Advisor) Downtown Chicago Downers Grove, IL 125,000.00- 165,000.00 1 month ago Chicago, IL 125,000.00- 150,000.00 3 weeks ago Chicago, IL 150,000.00- 1,000,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Application Deadline: 08/01/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Provides customized advice and specialized planning services to HNW/UHNW client segments. Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience. Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions. Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients. Leverages financial analysis in the development of detailed and complex financial plans. Consults with clients and their external advisors on complex issues, as required. Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions. Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material. Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients. Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business. May network with industry contacts to gain competitive insights and best practices. Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study. Post-graduate degree is desirable. Experience with Private Equity principals and relevant planning strategies is highly desirable. Relevant professional designation is considered an asset. Experience dealing with HNW/UHNW clients. Proven track record in developing and growing a profitable financial or related client services business. Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends. Broad knowledge of financial institutions, services and products. Broad knowledge of investment management principles, economics and financial markets. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 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: 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 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 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. #J-18808-Ljbffr

Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals.

The Head Of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's holistic financial situation and opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and lending opportunities.

This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.

Key Responsibilities:

• Client Engagement Partner closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics.
• Strategy Definition and Implementation Define the operating and engagement model on how best to maximize the resources of the Firm to help assist clients. This will also require partnering closely with Financial Planning and Insurance Product Heads to support the continuous enhancement of our capabilities, tools and ensure client needs are being met with optimal client experience.
• Distribution Team Leadership Effectively hire, mentor, retain talent and ensure a high-performance culture. Hold the distribution team accountable to client/ segment activity levels, performance metrics, results and adherence to our risk management process.
• Sales Material Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices.
• Education & Training Intimately understand the current Planning offerings; partner with Product and Segment teams to schedule and lead internal training sessions (regional and global).
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Location: New York
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master's Degree preferred
• FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus
• 15+ years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management.
• Strong knowledge of trust principles, financial planning concepts and insurance product positioning
• Ability to think strategically and navigate through a complex business environment to deliver results.
• Strong work ethic, organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple priorities and deadlines
• Collaborative team player and transparent leader with positive approach
• Superior written and verbal communication skills and effective presentation skills across various mediums and audiences
• Ability to travel

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.