Private Wealth Administrator

Allworth Financial(14 days ago)

HybridFull TimeMedior$100,234 - $132,986 (estimated)Wealth Management

About this role

The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. The role serves as the operational and coordination backbone for a private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth client planning deliverables. The position blends executive support with internal sales coordination to ensure seamless advisor, partner, and client experiences from initial engagement through onboarding.

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Required Skills

Administrative Support
Sales Coordination
Client Onboarding
Calendar Management
Travel Coordination
CRM
Microsoft Office
PowerPoint
Excel
Communication

+3 more

Qualifications

Bachelor's Degree

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.