Senior Wealth Planner

Allworth Financial is seeking a Senior Wealth Planner to provide integrated financial services to clients, including estate planning. The role requires a Juris Doctor (J.D.) or 10+ years of relevant experience, with a focus on advanced estate planning techniques and charitable strategies.

Requirements

• Conduct comprehensive review of wills, trusts, partnership agreements, powers of attorney, and related documents
• Develop written estate planning recommendations
• Present findings and strategies to clients and internal advisory teams
• Maintain current knowledge of federal and state estate, gift, generation-skipping transfer, and income tax laws
• Provide internal training and guidance to advisory teams on estate planning concepts and best practices
• Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents

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