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Allworth Financial
Cincinnati, Ohio, United States; Dallas, Texas, United States; Denver, Colorado, United States; Indianapolis, Indiana, United States
Source: Allworth Financial careers · View original posting
From Allworth Financial's posting. “We” and “our” refer to the employer.
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.
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.
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Evaluate planning opportunities related to concentrated wealth, business sale liquidity events, asset titling and ownership structures, trust-owned assets, charitable vehicles, and tax-efficient wealth transfer strategies
High level of proficiency with core investment concepts including asset allocation, interpreting risk and return statistics of a portfolio, and identifying opportunities to improve a portfolio’s diversification or modify to align with a client’s goals and objectives
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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.
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