Allworth Financial
Overview
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Financial Services department is looking for a Senior Wealth Planner to provide integrated financial services to clients, including estate planning. The Senior Wealth Planner will perform complex estate planning analysis, document review, and strategic recommendations for high-net-worth clients, ensuring estate plans align with legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer. Responsibilities
Conduct comprehensive review of wills, trusts, partnership agreements, powers of attorney, and related documents to identify issues, inconsistencies, and planning opportunities. Develop written estate planning recommendations that align with client objectives, minimize transfer taxes, and facilitate efficient wealth transition. Present findings and strategies to clients and internal advisory teams in clear, client-focused language. Collaborate with internal CFP®, CFA, CPA, and outside counsel to coordinate implementation, including outside document drafting and execution. Maintain current knowledge of federal and state estate, gift, generation-skipping transfer, and income tax laws; monitor legislative and regulatory developments. Provide internal training and guidance to advisory teams on estate planning concepts and best practices. Contribute to thought-leadership content and participate in special projects as requested. Coordinate with attorneys or law firms to facilitate the drafting of estate documents. Ability to travel up to 10% of work hours for client meetings and training. Required Qualifications
Juris Doctor (J.D.) from an accredited law school or 10+ years of relevant experience; active license to practice law in at least one U.S. jurisdiction. Demonstrated expertise in advanced estate planning techniques (e.g., GRATs, IDGTs, SLATs, FLPs) and charitable strategies (e.g., CRTs, DAFs). Proven ability to analyze complex documents and communicate recommendations concisely. Proficiency with Microsoft Office Suite, financial planning software, and CRM software (Salesforce preferred). Ability to travel up to 10% of work hours for client meetings and training. Preferred Qualifications
LL.M. in Taxation or Estate Planning. Experience in a multi-disciplinary wealth management or trust company environment. Skills
Client-centric mindset with strong ethical standards. Excellent written and verbal communication skills. Analytical and detail-oriented with ability to manage multiple priorities and deadlines. Collaborative and collegial working style. Benefits
We offer competitive base pay and an extensive benefits package, including: Medical plans (Blue Shield PPOs and HDHP with HSA) and Kaiser (HMO) for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Flexible paid time off policy for exempt associates Paid time off for non-exempt associates (15 days annually during first three years) 11 paid holidays Opportunity to participate in Equity Purchase Program Future growth opportunities within the company We strive to maintain a collaborative, creative environment where associates can learn and grow with the firm. Benefits are available to full-time associates who work more than 30 hours per week. EEO / Voluntary Self-Identification
As set forth in Allworth Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under applicable law. This section also includes voluntary self-identification for government reporting purposes. Completion of the form is voluntary and confidential, and in no way affects hiring decisions.
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Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Financial Services department is looking for a Senior Wealth Planner to provide integrated financial services to clients, including estate planning. The Senior Wealth Planner will perform complex estate planning analysis, document review, and strategic recommendations for high-net-worth clients, ensuring estate plans align with legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer. Responsibilities
Conduct comprehensive review of wills, trusts, partnership agreements, powers of attorney, and related documents to identify issues, inconsistencies, and planning opportunities. Develop written estate planning recommendations that align with client objectives, minimize transfer taxes, and facilitate efficient wealth transition. Present findings and strategies to clients and internal advisory teams in clear, client-focused language. Collaborate with internal CFP®, CFA, CPA, and outside counsel to coordinate implementation, including outside document drafting and execution. Maintain current knowledge of federal and state estate, gift, generation-skipping transfer, and income tax laws; monitor legislative and regulatory developments. Provide internal training and guidance to advisory teams on estate planning concepts and best practices. Contribute to thought-leadership content and participate in special projects as requested. Coordinate with attorneys or law firms to facilitate the drafting of estate documents. Ability to travel up to 10% of work hours for client meetings and training. Required Qualifications
Juris Doctor (J.D.) from an accredited law school or 10+ years of relevant experience; active license to practice law in at least one U.S. jurisdiction. Demonstrated expertise in advanced estate planning techniques (e.g., GRATs, IDGTs, SLATs, FLPs) and charitable strategies (e.g., CRTs, DAFs). Proven ability to analyze complex documents and communicate recommendations concisely. Proficiency with Microsoft Office Suite, financial planning software, and CRM software (Salesforce preferred). Ability to travel up to 10% of work hours for client meetings and training. Preferred Qualifications
LL.M. in Taxation or Estate Planning. Experience in a multi-disciplinary wealth management or trust company environment. Skills
Client-centric mindset with strong ethical standards. Excellent written and verbal communication skills. Analytical and detail-oriented with ability to manage multiple priorities and deadlines. Collaborative and collegial working style. Benefits
We offer competitive base pay and an extensive benefits package, including: Medical plans (Blue Shield PPOs and HDHP with HSA) and Kaiser (HMO) for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Flexible paid time off policy for exempt associates Paid time off for non-exempt associates (15 days annually during first three years) 11 paid holidays Opportunity to participate in Equity Purchase Program Future growth opportunities within the company We strive to maintain a collaborative, creative environment where associates can learn and grow with the firm. Benefits are available to full-time associates who work more than 30 hours per week. EEO / Voluntary Self-Identification
As set forth in Allworth Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under applicable law. This section also includes voluntary self-identification for government reporting purposes. Completion of the form is voluntary and confidential, and in no way affects hiring decisions.
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