What are the responsibilities and job description for the Senior Wealth Planner position at Allworth Airline Advisors (Formerly RAA)?
The Senior Wealth Planner is a critical member of Allworth’s Advanced Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients.
This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, along with the ability to navigate the unique needs of clients with highly complex financial situations. The Senior Wealth Planner frequently collaborates with Allworth Advisors, the Custodial Referral Program team, and the Head of Private Wealth Strategies to deliver a seamless, high-touch planning experience.
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
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
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.
This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, along with the ability to navigate the unique needs of clients with highly complex financial situations. The Senior Wealth Planner frequently collaborates with Allworth Advisors, the Custodial Referral Program team, and the Head of Private Wealth Strategies to deliver a seamless, high-touch planning experience.
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
- Strategic Case Planning & Internal Collaboration (30%)
- Serve as lead planner on complex engagements requiring multi-disciplinary solutions
- Partner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, and legacy planning
- Collaborate with Advisors, Custodial Referral Program partners, and the Head of Private Wealth Strategies to ensure cohesive strategy development
- Advanced Tax and Estate Planning Expertise (30%)
- Design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRUTs/CLTs, charitable foundations)
- Address federal and multi-state tax implications for high-net-worth individuals and families
- Support wealth transfer, succession, and liquidity strategies for private business owners and multi-generational wealth structures
- Client-Facing Plan Development and Delivery (30%)
- Produce tailored financial plans using eMoney and MoneyGuidePro, integrating client-specific goals and technical modeling
- Join client meetings as a subject matter expert, providing clear and actionable advice across complex topics
- Ensure deliverables are high-quality, timely, and aligned with the Allworth value proposition
- Mentorship & Thought Leadership (10%)
- Mentor junior and mid-level planners within the Advanced Wealth Planning Team
- Contribute to the enhancement of firm-wide planning strategies, tools, and workflows
- Stay current with industry trends, regulatory updates, and planning innovations relevant to ultra-high-net-worth clients
- Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
- CFP® required; CPA, JD, LLM, or other advanced credentials in tax or estate planning strongly preferred
- Minimum 5 years of financial planning experience, including substantial engagement with high- and ultra-high-net-worth clients
- Familiarity with planning for individuals and families with $10M - $50M in net worth, including trust and estate complexities, family governance, and business succession strategies
- Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
- Excellent interpersonal, writing, and presentation skills with the ability to communicate complex strategies clearly
- Proficiency with eMoney, MoneyGuidePro, and CRM platforms such as Salesforce
- Travel required approximately 20% - 25% for in-person client meetings
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- 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
- 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.