Financial Planner

Allworth Financial(1 month ago)

Dallas, TX, United StatesOnsiteFull TimeMedior$95,000 - $110,000Wealth Planning

About this role

The Financial Planner on the Wealth Planning team supports Advisors and integrated service partners to produce accurate, timely financial planning deliverables. This behind-the-scenes role focuses on preparing and organizing client data, proposals, and comprehensive plans to ensure a consistent, high-quality client experience. The position is based in the Addison, TX office at a growing, fee-based Registered Investment Advisor.

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Required Skills

Advisor Collaboration
Sales Coordination
Integrated Services
Data Entry
Financial Software
Proposal Preparation
Plan Documentation
Client Presentations
CRM Management
Microsoft Office

+5 more

Qualifications

Bachelor's Degree in Finance, Financial Planning, or Economics
CFP® (Preferred)

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.