Allworth Financial · 1 week ago
Private Wealth Administrator
Addison, TX
Full-time
Onsite
Mid Level
3+ years expAllworth Financial is an independent investment financial advisory firm that specializes in retirement planning and investment advising. The Private Wealth Administrator provides high-level administrative and client development support within a growing private wealth consulting platform, ensuring a seamless experience for advisors and clients.
AdviceFinancial ServicesRetirement
Responsibilities
Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements
Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps
Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions
Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams
Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent)
Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs
Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs)
Provide proactive executive support to the Head of Private Wealth Strategies, including calendar management, meeting logistics, travel coordination, and correspondence
Act as a liaison between leadership, advisors, internal teams, and external partners to ensure alignment and timely execution of priorities
Draft, proof, and distribute client communications, meeting summaries, and internal materials with exceptional attention to detail and confidentiality
Coordinate internal meetings, strategy sessions, advisor training events, and partner presentations
Help oversee end-to-end sales cycle execution, ensuring deliverables, planning materials, and onboarding steps are completed efficiently and accurately
Coordinate across internal and external stakeholders to keep engagements moving forward and aligned with service standards
Track action items, deadlines, and follow-ups across multiple initiatives and stakeholders
Support implementation of new strategic partnerships, product rollouts, and marketing initiatives tied to Private Wealth Strategies
Research and compile competitive intelligence, market insights, or advisor channel trends relevant to advanced planning and UHNW clients
Maintain documentation related to compliance, review processes, and client-facing materials
Qualification
Required
Bachelor's degree preferred (Business, Finance, Economics, or related field)
3–5+ years of experience in wealth management, financial services, sales support, or executive assistance
Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics
Experience supporting sales cycles, referral-based business, or complex client onboarding processes
High proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience required
Exceptional organizational, communication, and follow-up skills
Ability to manage multiple priorities independently while maintaining accuracy and discretion
Willingness to learn and operate compliantly within the financial services regulatory 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 Financial
Allworth Financial is an investment advisory firm that provides financial and retirement planning education.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Pat McClain
Co-Founder and CEO
Sandeep M.
Chief Technology Officer
Recent News
2026-01-22
2025-10-09
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