Allworth Airline Advisors (Formerly RAA) · 1 month ago
Senior Wealth Planner
Folsom, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $150K/yr
10+ years expAllworth Financial is looking for a Senior Wealth Planner to join its Financial Services department. The role involves providing integrated financial services, including complex estate planning analysis and strategic recommendations for high-net-worth clients to ensure their estate plans align with their legacy and philanthropic objectives.
Financial Services
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
Qualification
Required
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
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
Benefits
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
Company
Allworth Airline Advisors (Formerly RAA)
Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity
Recent News
2025-10-11
Company data provided by crunchbase