Senior UHNW Wealth Planner & Multigenerational Strategist

TRC Talent Solutions; Addison (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Allworth is seeking a Senior Wealth Planner to deliver technically sophisticated planning solutions for high-net-worth clients. The role emphasizes estate planning, advanced tax strategies, and multigenerational wealth stewardship within a collaborative team.

The candidate will lead complex engagements, design integrated strategies, and work with internal partners to address family dynamics, business succession, and liquidity needs. A CFP® and 10+ years of experience are required.

Qualifications

• 10+ years of financial planning experience with high-net-worth clients
• CFP® certification required; advanced credentials preferred (CPA/CFA/JD/LLM)
• Experience planning for clients with $10M-$50M+ net worth including private business owners
• Proficiency with eMoney and MoneyGuidePro software
• Knowledge of estate planning structures, tax law, charitable planning, and investments
• Proficiency in Microsoft Office; Salesforce experience is advantageous

Responsibilities

• Lead complex engagements as the primary planner across multi-disciplinary solutions
• Collaborate with internal stakeholders to design integrated planning across estate, tax, business, philanthropic, liquidity, and legacy planning
• Produce tailored financial plans using eMoney and MoneyGuidePro with client-specific goals
• Present clear, actionable advice during client meetings and ensure high-quality deliverables
• Mentor junior planners and contribute to firm-wide planning tools and workflows

Skills

Estate planning

Tax strategy

Wealth planning

Client advisory

Mentorship

Financial Modeling

Education

CFP®

Advanced tax/estate credentials

Tools

eMoney

MoneyGuidePro

Excel

Salesforce

Job description

Allworth is seeking a Senior Wealth Planner to deliver technically sophisticated planning solutions for high-net-worth clients. The role emphasizes estate planning, advanced tax strategies, and multigenerational wealth stewardship within a collaborative team.

The candidate will lead complex engagements, design integrated strategies, and work with internal partners to address family dynamics, business succession, and liquidity needs. A CFP® and 10+ years of experience are required.