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Wealth Management Financial Advisor

Senior Wealth Strategist - HNW​/UHNW Planning Leader

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services provider is seeking a Senior Wealth Strategist to offer specialized wealth planning for high net worth clients. The role entails providing tailored advice and collaborating with other team members to enhance client satisfaction and drive profitability. Ideal candidates should possess 5–9 years of relevant experience, a university degree, and expertise in wealth planning strategies. This position comes with competitive compensation and comprehensive benefits packages.
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Position Requirements
10+ Years work experience
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