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HNW Wealth Planning Lead

$74k - $138k

BMO U.S.

BMO U.S. is seeking a specialized wealth planner for High Net Worth clients in Chicago. This role focuses on providing customized financial planning advice across various areas including tax, estate, and philanthropic planning. Candidates must have 5-7 years of relevant experience and a degree in a related field, with an ability to engage directly with HNW/UHNW clients. The salary range is between $74,000 and $138,000, reflecting the candidates' experience and skills. BMO U.S. offers a comprehensive total compensation package including health benefits, tuition reimbursement, and performance-based incentives. #J-18808-Ljbffr BMO U.S.

Vacancy posted 4 days ago
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