Senior Wealth Planner

TRC Talent Solutions; Addison (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Allworth seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements, design integrated strategies, and mentor junior planners to uphold high-touch service.

Required credentials include CFP and 10+ years in financial planning, with deep estate tax expertise and proficiency in eMoney/MoneyGuidePro. You will collaborate with internal teams to ensure cohesive planning and client satisfaction.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Accounting, or related field.
• CFP® required; CPA, CFA, JD, LLM, or other advanced credentials preferred.
• Minimum 10 years of financial planning experience with high- and ultra-high-net-worth clients.
• Experience with $10M–$50M+ net worth, private business owners, liquidity events, and family governance.
• Strong knowledge of estate planning, tax law, charitable planning, and investments.
• Proficiency with eMoney and MoneyGuidePro.

Responsibilities

• Lead strategic case planning and collaborate with internal stakeholders on multi-disciplinary solutions.
• Design integrated planning across estate, tax, business, philanthropy, liquidity, and legacy planning.
• Present client meetings as a subject matter expert and deliver high-quality plans.
• Mentor junior planners and contribute to firm-wide planning tools and workflows.

Skills

CFP

Estate planning

Tax planning

High net worth planning

Financial planning software

Client advisory

Education

Bachelor’s degree in Finance/Financial Planning/Accounting

CFP credential

10+ years financial planning experience

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

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.

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, 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

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 families
• Support wealth transfer, succession, and liquidity strategies for private business owners and multi-generational wealth structures
• 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

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 Wealth Planning Team and Associate Advisors
• Contribute to the enhancement of firm-wide planning strategies, tools, and workflows
• Stay current with industry trends, regulatory updates, and planning innovations relevant to high net worth and ultra-high-net-worth clients

Qualifications:

• Bachelor’s 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
• Bachelor’s 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 Employer

TRC 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. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.