Senior Wealth Planner: High-Net-Worth Estate Strategy

Allworth Financial; Addison (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with Private Wealth Strategies leadership to ensure a seamless, high-touch experience.

Ideal candidates have extensive experience with clients in the $10M–$50M+ net worth range, strong knowledge of tax and estate planning, and

Qualifications

• Bachelor's degree in finance, financial planning, economics, 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 with high- and ultra-high-net-worth clients.
• Familiarity with planning for $10M–$50M+ net worth including private business owners and multi-generational wealth structures.
• Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment considerations.
• Excellent verbal and written communication skills; ability to explain complex strategies.

Responsibilities

• Lead complex engagements; design integrated planning strategies across estate, tax, business, liquidity, and legacy planning.
• Collaborate with internal stakeholders to deliver cohesive planning solutions.
• Produce tailored financial plans using eMoney and MoneyGuidePro; join client meetings as expert.

Skills

Interpersonal skills

Written communication

Presentation skills

Financial planning knowledge

Education

Bachelor's degree in Finance/Financial Planning/Accounting

CFP® required; CPA/CFA/JD/LLM preferred

Tools

eMoney

MoneyGuidePro

Job description

Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with Private Wealth Strategies leadership to ensure a seamless, high-touch experience.

Ideal candidates have extensive experience with clients in the $10M–$50M+ net worth range, strong knowledge of tax and estate planning, and