Senior Wealth Planner

Allworth Financial

3 months ago

3.5 on Glassdoor

Indianapolis, Indiana, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Senior Wealth Planner on Allworth’s Advanced Wealth Planning Team delivers customized, technically sophisticated financial plans for affluent and ultra-affluent clients. The role focuses on estate planning, advanced tax strategies, multigenerational wealth transfer, and coordination with advisors and internal partners. It supports high-touch client engagements and contributes to firm-wide planning thought leadership while mentoring junior planners. The position is full-time with hybrid options in several primary office locations.

Skills

Qualifications

Bachelor’s Degree in Finance or Related FieldCFP®CPAJDLLM

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.