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Wealth Tax Planning Advisor

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: BMO Financial Group
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company in Milwaukee is seeking a Tax Planning Consultant to deliver exceptional client experiences through comprehensive wealth management solutions. The role involves providing expert tax planning advice, leading change management initiatives, and developing business programs. With a focus on building relationships, the ideal candidate will have 5-7 years of experience in finance and specialized knowledge in tax regulations.

A bachelor's degree in Finance is preferred. The role offers competitive compensation and benefits.
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