Private Wealth Administrator

Allworth Financial

17 hours ago

3.5 on Glassdoor

Cincinnati, Ohio

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth client planning deliverables. It blends executive support with internal sales coordination to ensure a seamless experience for advisors, referral partners, and prospective clients—from initial engagement through onboarding.

Skills

Qualifications

Bachelor's Degree in Business, Finance, or Economics

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.