Senior Wealth Planner

Allworth Financial(1 month ago)

HybridFull TimeSenior$138,112 - $183,591 (estimated)Advanced Wealth Planning

About this role

The Senior Wealth Planner on Allworth Financial’s Advanced Wealth Planning Team provides customized, technically sophisticated financial planning and advisory services for affluent and ultra‑affluent clients. The role supports multigenerational wealth preservation and advanced estate and tax planning, and contributes to firm‑level planning approaches and thought leadership. This is a senior, client‑focused position with hybrid work options in select office locations.

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Required Skills

Estate Planning
Tax Strategies
Wealth Transfer
Succession Planning
Charitable Planning
Trusts
Multistate Tax
Financial Modeling
Plan Development
Client Meetings

+6 more

Qualifications

Bachelor's Degree in Finance or Related Field
CFP®
CPA
JD
LLM

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.