Job summary
Job post source
This job is directly from Allworth Financial
Job overview
The Senior Wealth Planner at Allworth Financial delivers advanced, customized wealth planning solutions for affluent clients, playing a critical role in the Advanced Wealth Planning Team.
Responsibilities and impact
The role involves strategic case planning, collaborating with internal teams, designing advanced tax and estate strategies, client-facing plan development, and mentoring junior planners to support high-net-worth clients.
Compensation and benefits
The position offers competitive base pay, comprehensive medical, dental, vision insurance, flexible spending accounts, generous 401K contributions, paid time off, holidays, equity purchase options, and flexible working arrangements.
Experience and skills
Candidates must have a bachelor's degree, CFP® certification, 10+ years of financial planning experience with high-net-worth clients, strong technical knowledge in estate and tax planning, proficiency with eMoney, MoneyGuidePro, Salesforce, and excellent communication skills.
Career development
The company offers future growth opportunities, mentorship roles, and a collaborative environment encouraging learning and contribution to firm strategies and culture.
Work environment and culture
Allworth Financial promotes a collaborative, creative, and ethical work environment focused on client well-being, employee satisfaction, and continuous learning.
Company information
Allworth Financial is a private equity-backed, multi-branch Registered Investment Advisor founded in 1993, recognized for client and employee satisfaction, and specializing in retirement and investment planning for affluent clients.
Team overview
The candidate will join the Advanced Wealth Planning Team, working closely with advisors, referral partners, and leadership to deliver integrated wealth planning solutions.
Job location and travel
The role is full-time with hybrid options available in offices located in Folsom, California; Addison, Texas; Cincinnati, Ohio; and Lawrence, Kansas, with 20-25% travel required for client meetings.
Unique job features
This role involves working with ultra-high-net-worth clients, using sophisticated planning tools like eMoney and MoneyGuidePro, and offers mentorship and thought leadership opportunities within a high-growth firm.
Company overview
Allworth Financial, formerly known as Hanson McClain Advisors, is a financial advisory firm specializing in retirement planning, investment management, and financial planning services. Founded in 1993 by Scott Hanson and Pat McClain, the company has grown significantly through organic growth and strategic acquisitions. Allworth Financial generates revenue through advisory fees and asset management services, catering primarily to individuals nearing or in retirement. The firm's commitment to fiduciary standards and client-centric approach has earned it a strong reputation in the financial services industry.
How to land this job
Position your resume to highlight deep expertise in estate planning, advanced tax strategies, and multigenerational wealth planning, emphasizing experience with high-net-worth clients ($10M+).
Showcase your ability to collaborate across teams and deliver integrated planning strategies, including familiarity with tools like eMoney, MoneyGuidePro, and CRM platforms such as Salesforce.
Apply through multiple channels including Allworth Financial's corporate careers page, LinkedIn job postings, and reputable financial industry job boards to maximize visibility.
Connect on LinkedIn with members of Allworth's Advanced Wealth Planning Team or Private Wealth Strategies division; start conversations by complimenting recent company awards like the Barron's Top 40 RIA recognition or asking about their approach to complex wealth planning for ultra-affluent clients.
Optimize your resume for ATS by incorporating keywords from the job description such as 'estate planning,' 'advanced tax strategies,' 'multigenerational wealth,' 'GRATs,' 'SLATs,' 'IDGTs,' 'eMoney,' and 'MoneyGuidePro' to ensure your resume passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored resume customization, identify multiple application platforms, and find LinkedIn connections to network with, allowing you to focus your time on interview preparation and skill sharpening.
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