Allworth Financial · 4 weeks ago
Senior Wealth Planner
Cincinnati, Ohio, United States
Full-time
Hybrid
Senior Level
5+ years expAllworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Senior Wealth Planner is responsible for delivering customized planning solutions for affluent clients, requiring expertise in estate planning and advanced tax strategies.
AdviceFinancial ServicesRetirement
Responsibilities
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
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
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
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
Qualification
Required
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
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 Financial
Allworth Financial is an investment advisory firm that provides financial and retirement planning education.
201-500 employees
H1B Sponsorship
Allworth Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Pat McClain
Co-Founder and CEO
Sandeep M.
Chief Technology Officer
Recent News
2025-10-09
Company data provided by crunchbase