Senior Wealth Planner
Allworth FinancialCincinnati, Ohio, United States • Folsom, California, United States • Addison, Texas, United States • Lawrence, Kansas, United States
Posted December 11, 2025
Full Time
About the Company
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor that specializes in retirement planning, investment advising, and 401(k) management.
Job Description
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor that specializes in retirement planning, investment advising, and 401(k) management. The Senior Wealth Planner is a critical member of Allworth’s Advanced Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients.
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
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.
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company