Allworth Airline Advisors (Formerly RAA)
Senior Wealth Planner
Allworth Airline Advisors (Formerly RAA), Dallas, Texas, United States, 75215
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The Financial Services department of Allworth Financial is looking for a Senior Wealth Planner to add to its growing team to provide integrated financial services to our clients, including estate planning. The Senior Wealth Planner will provide complex estate planning analysis, document review, and strategic recommendations for high‑net‑worth clients. The role ensures clients’ estate plans align with their legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer.
This is a full‑time, exempt role with hybrid options in one of our primary office locations: Folsom, California; Addison, Texas; Cincinnati, Ohio; Lawrence, KS.
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.
Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents.
Have the 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.
Minimum five (5) years of dedicated estate planning experience serving high‑net‑worth or ultra‑high‑net‑worth clients.
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 in concise, understandable terms.
Proficiency with Microsoft Office Suite, financial planning software, and CRM software (SalesForce preferred).
Have the ability to travel up to 10% of work hours for client meetings and training.
Preferred Qualifications
LL.M. in Taxation or Estate Planning.
Professional credentials such as CFP®, ChFC®, AEP®, or CPA.
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 approach; ability to manage multiple priorities and meet deadlines.
Collaborative and collegial working style.
Benefits
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSPOptional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
Benefits are available to full‑time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
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Get AI-powered advice on this job and more exclusive features.
The Financial Services department of Allworth Financial is looking for a Senior Wealth Planner to add to its growing team to provide integrated financial services to our clients, including estate planning. The Senior Wealth Planner will provide complex estate planning analysis, document review, and strategic recommendations for high‑net‑worth clients. The role ensures clients’ estate plans align with their legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer.
This is a full‑time, exempt role with hybrid options in one of our primary office locations: Folsom, California; Addison, Texas; Cincinnati, Ohio; Lawrence, KS.
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.
Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents.
Have the 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.
Minimum five (5) years of dedicated estate planning experience serving high‑net‑worth or ultra‑high‑net‑worth clients.
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 in concise, understandable terms.
Proficiency with Microsoft Office Suite, financial planning software, and CRM software (SalesForce preferred).
Have the ability to travel up to 10% of work hours for client meetings and training.
Preferred Qualifications
LL.M. in Taxation or Estate Planning.
Professional credentials such as CFP®, ChFC®, AEP®, or CPA.
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 approach; ability to manage multiple priorities and meet deadlines.
Collaborative and collegial working style.
Benefits
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSPOptional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
Benefits are available to full‑time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
#J-18808-Ljbffr