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Financial Consultant Wealth Management

HNW Wealth Strategy Lead

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: BMO Financial Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Walnut Creek seeks an experienced wealth planning advisor for high net worth clients. The role emphasizes customized advice and collaborative strategy development across financial, estate, and philanthropic planning. With a focus on long-term objectives, the candidate should demonstrate a strong track record in financial services and effective communication skills. A minimum of 5 years of experience is required alongside a relevant university degree.

The organization offers a competitive salary and comprehensive benefits.
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