Senior Wealth Planner
Allworth Financial · Cincinnati, Ohio, United States; Dallas, Texas, United States; Denver, Colorado, United States; Indianapolis, Indiana, United States
Posted about 2 months ago
or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 68 days Allworth Financial's roles stay open a median of 77 days
- Reposted
- No
- Salary listed
- No 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 23 stale, 1 reposted of 27 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.
About this role
The Senior Wealth Planner at Allworth Financial is responsible for delivering sophisticated wealth planning solutions to high-net-worth clients. This role involves strategic case planning, advanced tax and estate planning, and client-facing financial plan development, while also mentoring junior team members. The position requires collaboration with various internal stakeholders to ensure comprehensive planning that addresses complex family and business needs.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 5/5
- role clarity
- 5/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.
What you need
- Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
- CFP® required
- Minimum 10 years of financial planning experience
- Familiarity with planning for individuals and families with $10M - $50M+ in net worth
- Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
- Excellent interpersonal, writing, and presentation skills
Nice to have
- CPA, CFA, JD, LLM, or other advanced credentials in tax, estate planning, or investments strongly preferred
- 2–3 years of experience in financial services
- 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
- Experience with Salesforce or similar CRM is advantageous
What you get
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
Worth weighing
- No salary listed
- Role involves high responsibility with complex client needs
- Requires significant experience in a specialized area of financial planning
- Mentorship responsibilities may add to workload
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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