Private Wealth Administrator
Allworth Financial
About this role
Private Wealth Administrator at Allworth Financial supports the Head of Private Wealth Strategies in a fast-growing wealth management practice. The role focuses on enabling efficient engagement with advisors, referral partners, and prospective UHNW clients, and contributes to the smooth operation of the private wealth team. This is an in-person, exempt position with in-office requirements at locations in Folsom, CA; Dallas, TX; Indianapolis, IN; or Cincinnati, OH.
Skills
Qualifications
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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About Allworth Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Allworth Financial.
Salary
$80k – $95k
per year