Senior Wealth Planner
Allworth Financial(1 month ago)
About this role
The Senior Wealth Planner is a senior member of the Advanced Wealth Planning team responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients. The role supports high-touch, integrated advisory services in coordination with advisors and firm leadership. This is a full-time, exempt position with hybrid options across primary office locations in Folsom, CA; Addison, TX; Cincinnati, OH; and Lawrence, KS.
Required Skills
- Estate Planning
- Tax Strategies
- Wealth Planning
- Strategic Planning
- Financial Modeling
- Client Meetings
- eMoney
- MoneyGuidePro
- Salesforce
- Mentorship
+5 more
Qualifications
- Bachelor's Degree in Finance or Related Field
- CFP®
- CPA (Preferred)
- JD (Preferred)
- LLM (Preferred)
About Allworth Financial
allworthfinancial.comAllworth 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.
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