UHNW Wealth Planner & Strategist

Allworth Airline Advisors (Formerly RAA)

Indianapolis (IN)

On-site

USD 150,000 - 210,000

Full time

46 hours ago

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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.