Senior Wealth Planner: UHNW Estate & Tax Strategy

Allworth Financial; Dallas (TX); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

Flexible working arrangements

Generous 401K

Job summary

Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies and Advisors to deliver a seamless, high-touch planning experience.

Ideal candidates bring 10+ years of experience with $10M–$50M+ net worth engagements, strong planning knowledge, and proficiency with eMoney and

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 with high-/ultra-high-net-worth clients.
• Familiarity with planning for $10M–$50M+ net worth, including private business owners and family-office style planning.
• Strong knowledge of estate planning structures, tax law, charitable planning, and investment considerations.
• Excellent interpersonal, writing, and presentation skills; ability to communicate complex strategies clearly.
• Proficiency with financial planning software such as eMoney and MoneyGuidePro.
• Ability to travel up to 5%.

Responsibilities

• Lead complex engagements delivering multigenerational wealth planning.
• Collaborate with internal stakeholders to design integrated estate, tax, business, and liquidity plans.
• Produce tailored financial plans using eMoney and MoneyGuidePro.
• Join client meetings as a subject matter expert and provide actionable advice.

Skills

Estate planning

Tax strategies

Wealth planning

Client communication

Mentorship

Education

Bachelor's degree in Finance/Financial Planning/Accounting

Tools

eMoney

MoneyGuidePro

Job description

Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies and Advisors to deliver a seamless, high-touch planning experience.

Ideal candidates bring 10+ years of experience with $10M–$50M+ net worth engagements, strong planning knowledge, and proficiency with eMoney and