Senior Wealth Planner

The posting, as Allworth Financial wrote it

About Allworth Financial

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

SUMMARY

The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families.

This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, and wealth stewardship along with the ability to navigate complex family, business, philanthropic, and liquidity planning needs. The Senior Wealth Planner frequently collaborates with Allworth Advisors, the Custodial Referral Program team, and the Head of Private Wealth Strategies to deliver a seamless, high-touch planning experience.

Experience working with clients in the $10M - $50M+ net worth segment—including private business owners, executives, family-office style planning needs—is highly valued.

DUTIES AND RESPONSIBILITIES

• Strategic Case Planning & Internal Collaboration (30%)
• Serve as lead planner on complex engagements requiring multi-disciplinary solutions
• Partner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, liquidity, and legacy planning
• Collaborate with Advisors, Custodial Referral Program partners, the Head of Private Wealth Strategies, and advanced planning specialists to ensure cohesive strategy development
• Identify planning considerations arising from family dynamics, multi-generational decision-making, beneficiary readiness, business succession, and family governance needs
• Advanced Tax, Estate Planning, and Investment Expertise (30%)
• Design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRTs/CLTs, charitable strategies, concentrated stock solutions)
• Address federal and multi-state tax implications for high-net-worth individuals and families
• Support wealth transfer, succession, and liquidity strategies for private business owners and multi-generational wealth structures
• Evaluate p

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REMENTS:

This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.
BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• 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 (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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