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 financial plan development, while also mentoring junior team members. The position requires collaboration with various internal stakeholders to ensure comprehensive planning that addresses complex family and business needs.
See how your résumé matches this role — and tailor it from what actually gets interviews.