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Wealth Management Financial Consultant Financial Advisor

HNW​/UHNW Wealth Planning Leader

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 122400 - 228000 USD Yearly USD 122400.00 228000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in California seeks an experienced wealth planning specialist for HNW/UHNW clients. The role involves providing customized advice, collaborating with client strategy teams, and ensuring compliance with regulatory standards. Ideal candidates should have 5-9 years of experience, a relevant degree, and expertise in wealth planning strategies. Offering a salary between $122,400 and $228,000, this position supports growth and retention of esteemed clientele, with additional benefits and incentives.
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