Senior Wealth Planner

gobravvo; Addison (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Allworth seeks an experienced Senior Wealth Planner to lead complex financial plans for high-net-worth families, guiding strategy across estate, tax, and investment planning.

You will collaborate with internal teams and clients to deliver tailored plans using eMoney and MoneyGuidePro, ensuring accuracy, compliance, and superior client service.

Qualifications

• Bachelor's degree in Finance, Financial Planning, Accounting, or related field.
• CFP certification; CPA, CFA, JD, LLM or other advanced credentials preferred.
• Minimum 10 years of financial planning experience with high-net-worth clients.
• Familiarity with planning for $10M-$50M+ net worth and related structures.
• Proficiency with core planning software (eMoney, MoneyGuidePro).
• Microsoft Office; CRM experience advantageous.
• Regulatory compliance awareness.

Responsibilities

• Strategic Case Planning & Internal Collaboration across estate, tax, business, liquidity planning.
• Advanced Tax, Estate Planning, and Investment expertise for high-net-worth clients.
• Client-facing plan development and delivery using eMoney and MoneyGuidePro.
• Mentorship & Thought Leadership within the Wealth Planning Team.

Skills

Financial planning

Wealth management

Client relations

Mentorship

Education

CFP certification

Bachelor's degree in Finance/Financial Planning/Accounting

CPA

CFA

JD

LLM

Tools

eMoney

MoneyGuidePro

Excel

Salesforce

Job description

Responsibilities

1. 1. Strategic Case Planning & Internal Collaboration (30%)Serve as lead planner on complex engagements requiring multi-disciplinary solutionsPartner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, liquidity, and legacy planningCollaborate with Advisors, Custodial Referral Program partners, the Head of Private Wealth Strategies, and advanced planning specialists to ensure cohesive strategy developmentIdentify planning considerations arising from family dynamics, multi-generational decision-making, beneficiary readiness, business succession, and family governance needs

2. 2. 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 familiesSupport wealth transfer, succession, and liquidity strategies for private business owners and multi-generational wealth structuresEvaluate 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 strategiesHigh level of proficiency with core investment concepts including asset allocation, interpreting risk and return statistics of a portfolio, and identifying opportunities to improve a portfolios diversification or modify to align with a clients goals and objectives

3. 3. Client-Facing Plan Development and Delivery (30%)Produce tailored financial plans using eMoney and MoneyGuidePro, integrating client-specific goals and technical modelingJoin client meetings as a subject matter expert, providing clear and actionable advice across complex topicsEnsure deliverables are high-quality, timely, and aligned with the Allworth value proposition

4. 4. Mentorship & Thought Leadership (10%)Mentor junior and mid-level planners within the Wealth Planning Team and Associate AdvisorsContribute to the enhancement of firm-wide planning strategies, tools, workflowsStay current with industry trends, regulatory updates, and planning innovations relevant to high net worth and ultra-high-net-worth clients

Qualifications

• Bachelors degree in Finance, Financial Planning, Accounting, or related field
• CFP required; CPA, CFA, JD, LLM, or other advanced credentials in tax, estate planning, or investments 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 private business owners, executives, concentrated wealth, trust and estate structures, liquidity events, family governance, and business succession strategies
• Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
• Proficiency with financial planning software such as eMoney and MoneyGuidePro
• Bachelors degree in finance, financial planning, economics, or related field (or equivalent work experience).
• 10+ years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.
• Demonstrated interest in pursuing professional designations (e.g., CFP, CFA, CPA) is a plus.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.
• Must be in good compliance standing with all relevant regulations, rules, and internal policies.

Equal Opportunity EmployerTRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.