Senior Wealth Planner

Allworth Financial(1 month ago)

HybridFull TimeSenior$119,299 - $159,677 (estimated)Advanced Wealth Planning

About this role

The Senior Wealth Planner is a member of Allworth Financial’s Advanced Wealth Planning Team supporting affluent and ultra‑affluent clients within a multi-branch Registered Investment Advisor. The role aligns with a private equity–backed, client-centric firm recognized for fiduciary planning and continued growth. This is a full-time, exempt position with hybrid options in several primary office locations.

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Required Skills

Estate Planning
Tax Strategies
Strategic Planning
Wealth Transfer
Succession Planning
Charitable Planning
Financial Modeling
Client Advisory
Plan Delivery
Mentorship

+7 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.