Wealth Planner
Allworth Financial · Cincinnati, Ohio, United States; Dallas, Texas, United States; Denver, Colorado, United States; Indianapolis, Indiana, United States
Posted about a month ago
or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 30 days Allworth Financial's roles stay open a median of 42 days
- Reposted
- No
- Salary listed
- No 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 13 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
- 2026-09-17
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 Wealth Planner at Allworth Financial is responsible for supporting Advisors and the Sales Team by organizing client data, performing data entry into financial planning software, and preparing financial planning deliverables. This role involves collaborating with integrated service partners and ensuring the accuracy and timeliness of planning documents. The position is primarily behind-the-scenes, with some direct client interaction to enhance the overall client experience.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- 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, 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
- Strong organizational skills with meticulous attention to detail and accuracy
- Excellent verbal and written communication skills; enjoys collaborative teamwork
- Ability to manage multiple projects in a fast-paced, dynamic environment
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Nice to have
- 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
- Ability to travel up to 5%
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 primarily behind-the-scenes work with limited direct client interaction
- Fast-paced environment may require strong multitasking skills
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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