Wealth Planning Associate

Allworth Airline Advisors (Formerly RAA); Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K

Paid time off

Holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking a Wealth Planner to support Advisors and the Wealth Planning Team. You will organize client data, enter information in planning software, analyze data, and prepare initial proposals and comprehensive financial plans, serving as a behind-the-scenes contributor to the client experience.

The ideal candidate has strong attention to detail, comfort with financial data, and a drive to learn within financial planning.

Qualifications

• Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
• 2-3 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.
• Strong organizational skills with meticulous attention to detail and accuracy.
• Excellent verbal and written communication skills; enjoys collaborative teamwork.
• Ability to manage multiple projects in a fast-paced, dynamic environment.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.

Responsibilities

• Partner with Advisors and Sales Team to understand client objectives and gather necessary financial information.
• Review initial planning needs, clarify data requirements, and help organize all relevant client documents.
• Maintain clear communication with the team regarding case progress and any outstanding data requirements.
• Coordinate with Tax, Estate Planning, Insurance, outside vendors, and Investment teams to collect specialized input for each client’s financial plan.
• Consolidate, summarize, and verify all information to ensure alignment with the client’s goals.
• Track case activities and maintain accurate records in Salesforce (or similar CRM).
• Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.
• Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations
• Develop comprehensive, personalized financial planning recommendations aligned with clients’ goals, financial circumstances, and risk tolerance.
• Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.
• Adhere to best practices and established timelines to maintain a high standard of service quality.
• Organize and prepare meeting materials for Advisor-led client presentations.
• Participate in client meetings when necessary to provide detailed insights or gather additional data.
• Coordinate with the advisor for any updates to the plan, changes in strategy, and schedule further meetings with the client if necessary

Skills

Attention to detail

Data entry

Financial data analysis

Organizational skills

Communication

Microsoft Office

CRM software (Salesforce)

Education

Bachelor’s degree in finance or related field

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Allworth Financial is seeking a Wealth Planner to support Advisors and the Wealth Planning Team. You will organize client data, enter information in planning software, analyze data, and prepare initial proposals and comprehensive financial plans, serving as a behind-the-scenes contributor to the client experience.

The ideal candidate has strong attention to detail, comfort with financial data, and a drive to learn within financial planning.