Financial Planner
Allworth Financial(1 month ago)
About this role
The Financial Planner is a member of Allworth Financial’s Wealth Planning team supporting the firm’s retirement and investment advisory services. The role contributes to delivering high-quality, client-focused financial planning and ensuring consistency and timeliness of planning deliverables. This is an exempt, in-office position based in Addison, TX; Lawrence, KS; or Cincinnati, OH.
Required Skills
- Financial Planning
- Data Entry
- Financial Analysis
- Financial Software
- Proposal Preparation
- CRM
- Microsoft Office
- Communication
- Detail Orientation
- Organization
+4 more
Qualifications
- Bachelor's Degree in Finance or Related Field
- CFP (Preferred)
About Allworth Financial
allworthfinancial.comAllworth 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.
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