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Elite HNW Wealth Strategist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Bmo
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Bmo is seeking a Wealth Planning Specialist in Phoenix, Arizona, to provide tailored financial solutions for High Net Worth and Ultra High Net Worth clients. You will work closely with clients and collaborate with various financial professionals to deliver comprehensive wealth planning advice.

The ideal candidate should have between 5 to 9 years of experience in wealth planning, strong analytical skills, and a degree in a relevant field. Benefits include health coverage and tuition reimbursement.

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