Senior UHNW Wealth Strategy Advisor
Job in
Channing, Dickinson County, Michigan, 49815, USA
Listed on 2026-07-18
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of Montreal is seeking a seasoned wealth planning professional to deliver specialized advice for High Net Worth and Ultra High Net Worth clients. You will partner with planning professionals and Relationship Managers to develop comprehensive plans and ensure data capture and standards are met.
The role requires deep knowledge of wealth‑planning strategies, regulatory considerations, and financial markets, with strong communication and collaboration skills for client meetings and internal
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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