UHNW Wealth Planner & Strategist

Allworth Airline Advisors (Formerly RAA); Indianapolis (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

Allworth Financial is seeking a Senior Wealth Planner to join the Wealth Planning Team in delivering customized, sophisticated planning for high- and ultra-high-net-worth clients. The role emphasizes estate planning, advanced tax strategies, and multigenerational wealth planning, working with private business owners and family-office style planning needs.

The Senior Wealth Planner collaborates with internal teams and senior leadership to develop integrated strategies across estate, tax,

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- and ultra-high-net-worth clients.
• Familiarity with planning for $10M–$50M+ net worth including private business owners and wealth structures.

Responsibilities

• Strategic Case Planning & Internal Collaboration (30%).
• Lead planner on complex engagements requiring multi-disciplinary solutions.
• Design integrated planning strategies across estate, tax, business, philanthropic, liquidity, and legacy planning.
• Collaborate with Advisors, Custodial Referral Program partners, and senior leaders to ensure cohesive strategy.
• Identify planning considerations from family dynamics, multi-generational decision-making, and governance needs.
• Advanced Tax, Estate Planning, and Investment Expertise (30%).
• Produce tailored financial plans using eMoney and MoneyGuidePro; join client meetings as an expert.
• Mentor junior planners and contribute to firm-wide planning tools and workflows.

Skills

Estate planning

Tax planning

Wealth management

Multigenerational planning

Client communication

eMoney

MoneyGuidePro

Travel up to 5%

Education

Bachelor's degree in Finance/Financial Planning/Accounting

Tools

eMoney

MoneyGuidePro

Job description

Allworth Financial is seeking a Senior Wealth Planner to join the Wealth Planning Team in delivering customized, sophisticated planning for high- and ultra-high-net-worth clients. The role emphasizes estate planning, advanced tax strategies, and multigenerational wealth planning, working with private business owners and family-office style planning needs.

The Senior Wealth Planner collaborates with internal teams and senior leadership to develop integrated strategies across estate, tax,