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Senior Wealth Planner

Folsom, California, United States

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

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

This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, along with the ability to navigate the unique needs of clients with highly complex financial situations. 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 -  + net worth segment—including private business owners, family office structures, and multi-generational families—is highly valued.

This is a full-time, exempt role with hybrid options in one of our primary office locations: Folsom, California/ Addison, Texas/ Cincinnati, Ohio, Lawrence, KS.  The pay range for this role will be $190,000-210,000 (plus performance-based bonus) and is dependent on prior experience and education.   

 

RESPONSIBILITIES:

1. 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, and legacy planning
  • Collaborate with Advisors, Custodial Referral Program partners, and the Head of Private Wealth Strategies to ensure cohesive strategy development

2. Advanced Tax and Estate Planning Expertise (30%)

  • Design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRUTs/CLTs, charitable foundations)
  • 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

3. Client-Facing Plan Development and Delivery (30%)

  • Produce tailored financial plans using eMoney and MoneyGuidePro, integrating client-specific goals and technical modeling
  • Join client meetings as a subject matter expert, providing clear and actionable advice across complex topics
  • Ensure deliverables are high-quality, timely, and aligned with the Allworth value proposition

4. Mentorship & Thought Leadership (10%)

  • Mentor junior and mid-level planners within the Advanced Wealth Planning Team
  • Contribute to the enhancement of firm-wide planning strategies, tools, and workflows
  • Stay current with industry trends, regulatory updates, and planning innovations relevant to ultra-high-net-worth clients

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
  • CFP® required; CPA, JD, LLM, or other advanced credentials in tax or estate planning strongly preferred
  • Minimum 10 years of financial planning experience, including substantial engagement with high- and ultra-high-net-worth clients
  • Familiarity with planning for individuals and families with $10M - $50M+ in net worth, including trust and estate complexities, family governance, and business succession strategies
  • Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
  • Excellent interpersonal, writing, and presentation skills with the ability to communicate complex strategies clearly
  • Proficiency with eMoney, MoneyGuidePro, and CRM platforms such as Salesforce
  • Travel required approximately 20% - 25% for in-person client meetings

 

SKILLS:

  • Client‑centric mindset with strong ethical standards.
  • Excellent written and verbal communication skills.
  • Analytical and detail‑oriented approach; ability to manage multiple priorities and meet deadlines.
  • Collaborative and collegial working style.

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
  • 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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