Wealth Planning Specialist | Flexible Hours & Growth

Allworth Financial; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical: Blue Shield and Kaiser plans

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K

Paid time off

Job summary

Allworth Financial is seeking a Wealth Planning Support role to assist Advisors and the Sales Team in gathering client information, organizing documents, and preparing initial planning deliverables. You will enter client data in planning software, summarize needs, and help produce proposals and plan summaries under guidance.

The ideal candidate has a finance-related degree and 2–3 years of experience, with familiarity in eMoney or MoneyGuidePro.

Qualifications

• Bachelor’s degree in finance, financial planning, economics, or related field.
• 2–3 years of experience in financial services with planning support, data entry and documentation.
• Familiarity with financial planning software (eMoney, MoneyGuidePro) is preferred.
• Interest in professional designations (CFP®, CFA, CPA) is a plus.
• Strong organizational skills and accuracy; good communication and teamwork.

Responsibilities

• Assist Advisors and Sales Team to understand client objectives and gather financial data.
• Organize client documents, track data requirements, and maintain CRM records in Salesforce.
• Prepare initial proposals, plan summaries, and supporting deliverables.
• Develop personalized financial planning recommendations aligned with client goals and risk tolerance.
• Support client meetings with materials and updates to the plan.

Skills

Financial services experience

Attention to detail

CRM experience

Data analysis

Education

Bachelor’s degree in finance or related field

Tools

eMoney

MoneyGuidePro

Salesforce

Job description

Allworth Financial is seeking a Wealth Planning Support role to assist Advisors and the Sales Team in gathering client information, organizing documents, and preparing initial planning deliverables. You will enter client data in planning software, summarize needs, and help produce proposals and plan summaries under guidance.

The ideal candidate has a finance-related degree and 2–3 years of experience, with familiarity in eMoney or MoneyGuidePro.