Wealth Planning Associate - Data-Driven Advisor Support

Allworth Financial; Addison (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible working arrangements

Paid time off

Job summary

Allworth Financial is seeking a Wealth Planner Support professional to join the Wealth Planning Team in Addison, TX. You will organize client data, enter information into planning software, analyze information, and prepare initial proposals and comprehensive plans under Advisor guidance.

The role emphasizes accuracy, timeliness, and collaboration with Advisors, Tax, Estate Planning, Insurance, and Investments teams to produce high-quality financial planning deliverables.

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 (30%).
• Collaborate with Advisors and the 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.
• Collaboration with Integrated Services (20%).
• 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).
• Create and Support Financial Planning Deliverables (40%).
• 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.
• Client Presentation Support (10%).
• 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

Verbal and written communication

Team collaboration

Multitasking

MS Office

Education

Bachelor’s degree in finance, financial planning, economics, or related field

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Allworth Financial is seeking a Wealth Planner Support professional to join the Wealth Planning Team in Addison, TX. You will organize client data, enter information into planning software, analyze information, and prepare initial proposals and comprehensive plans under Advisor guidance.

The role emphasizes accuracy, timeliness, and collaboration with Advisors, Tax, Estate Planning, Insurance, and Investments teams to produce high-quality financial planning deliverables.