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Allworth Financial
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.
Headquarters
Folsom, California, United States
Company Size
201-500 employees
Founded
1993
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Allworth Financial.
Allworth Financial didn’t post a salary, so this is our estimate from similar listings.
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