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← Allworth Financial

Senior Wealth Planner

Allworth Financial
Location
Cincinnati, Ohio, United States; Dallas, Texas, United States; Denver, Colorado, United States; Indianapolis, Indiana, United States
Posted
1 month ago
Department
Admin
What they actually want (must-haves)
  • Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
  • CFP® certification
  • Minimum 10 years of financial planning experience with high-net-worth clients
  • Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment considerations
  • Excellent interpersonal, writing, and presentation skills
  • Proficiency with financial planning software such as eMoney and MoneyGuidePro
Nice to have
  • CPA, CFA, JD, LLM, or other advanced credentials in tax, estate planning, or investments
  • Familiarity with planning for individuals and families with $10M - $50M+ in net worth
  • Experience in financial services with exposure to planning support
  • Demonstrated interest in pursuing professional designations (e.g., CFP®, CFA, CPA)
  • Proficiency in Microsoft Office and experience with Salesforce or similar CRM
What the job really is

The Senior Wealth Planner at Allworth Financial is responsible for delivering sophisticated wealth planning solutions to high-net-worth clients. This role involves strategic case planning, advanced tax and estate planning, and client-facing plan development, requiring collaboration with various internal teams. The planner will also mentor junior staff and contribute to the firm's planning strategies.

Benefits
  • Medical insurance options
  • Dental insurance
  • Vision insurance
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
Things to weigh
  • No salary listed
  • High level of expertise required for the role
  • Requires collaboration across multiple teams which may imply a complex work environment
  • Travel requirement is minimal but may change
Job score3.2/5
Benefits5/5
Freshness1/5
Career value5/5
Role clarity5/5
Pay transparency0/5

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