Allworth Financial is seeking a Senior Wealth Planner to join their Advanced Wealth Planning Team. The Senior Wealth Planner will be responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients. The role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning.
Requirements
- Bachelor's degree in Finance, Financial Planning, Accounting, or related field
- CFP required; CPA, JD, LLM, or other advanced credentials in tax or estate planning strongly preferred
- Minimum 5 years of financial planning experience, including substantial engagement with high- and ultra-high-net-worth clients
- Familiarity with planning for individuals and families with $10M - $50M+ in net worth, including trust and estate complexities, family governance, and business succession strategies
- Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
- Excellent interpersonal, writing, and presentation skills with the ability to communicate complex strategies clearly
- Proficiency with eMoney, MoneyGuidePro, and CRM platforms such as Salesforce
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
