Wealth Planning Specialist

Socket.dev; Cincinnati (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and dental insurance

Flexible working arrangements

Generous 401K contributions

Paid time off

Job summary

Allworth Financial, a leading independent investment advisory firm, seeks a Wealth Planner to join our Wealth Planning Team in delivering high-quality financial plans. You will organize client data, enter information into planning software, analyze data, and prepare initial proposals and comprehensive plans to support Advisors and the Sales Team.

The ideal candidate has 2–3 years in financial services, keen attention to detail, and familiarity with planning software such as eMoney or

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.

Responsibilities

• Organize client data and perform data entry into financial planning software.
• Analyze information and prepare initial proposals and comprehensive financial plans.
• Collaborate with Advisors and Sales Team to understand client objectives and gather necessary financial information.
• Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s plan.
• Track case activities and maintain accurate records in Salesforce (or similar CRM).
• Create and support financial planning deliverables, including plan summaries and supporting documents.

Skills

Planning support

Data entry

Attention to detail

CRM experience

Education

Bachelor’s degree in finance or related field

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Allworth Financial, a leading independent investment advisory firm, seeks a Wealth Planner to join our Wealth Planning Team in delivering high-quality financial plans. You will organize client data, enter information into planning software, analyze data, and prepare initial proposals and comprehensive plans to support Advisors and the Sales Team.

The ideal candidate has 2–3 years in financial services, keen attention to detail, and familiarity with planning software such as eMoney or