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Senior Wealth Planner HNW/UHNW & Estate Strategies
Job in
San Rafael, Marin County, California, 94911, USA
Listed on 2026-07-16
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of Montreal in San Rafael, CA, seeks an experienced Wealth Planning professional to deliver specialized planning for High Net Worth and Ultra High Net Worth clients. You will collaborate with Relationship Managers and planning experts to provide comprehensive financial, tax, estate, and trust planning, aiming to grow assets and deepen client relationships.
The role focuses on goal‑based discovery, complex financial plans, and contributing to a high‑quality client experience while ensuring
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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