Senior Wealth Planner
Excellent opportunity for experienced professionals with a CFP and 5+ years planning for high-net-worth individuals. Full-time, hybrid role with robust benefits and flexibility.
About the Role
The Senior Wealth Planner position at Allworth Financial is aimed at seasoned advisors ready to serve ultra-high-net-worth clients. This full-time job incorporates hybrid work options, allowing for both in-office and remote flexibility. The ideal candidate possesses a CFP certification, a bachelor’s degree in a related field, and a minimum of five years in financial planning for affluent clients. Compensation is highly competitive and enhanced by a comprehensive benefits package, making this role particularly attractive for top talent seeking advancement and stability.
Daily Responsibilities
Main duties revolve around supporting high-net-worth individuals and families in achieving financial security. Day-to-day tasks include developing customized estate and wealth transfer strategies, collaborating with tax advisors, and regularly researching market opportunities. There is an emphasis on delivering a highly personalized service, often requiring communication with clients to review and revise financial plans as their needs evolve. You will also serve as a resource for up-to-date financial solutions that match the unique profiles of affluent clients.
Pros of the Job
One of the standout advantages is the flexibility of a hybrid schedule, which promotes work-life balance and job satisfaction. Employees also benefit from competitive compensation and an all-encompassing benefits package, including health coverage, retirement plans, and generous paid time off. The opportunity to work with sophisticated clientele fosters ongoing professional growth. As part of a reputable firm, you’ll have robust internal support and resources for career development, keeping you one step ahead in the industry.
Cons of the Job
While the role is rewarding, the focus on ultra-high-net-worth clients can be demanding, requiring specialized knowledge and constant adaptation to changing client needs. There’s also a need for high accountability and dedication, which may translate into extended hours during busy periods or periods of market volatility. The high standards and expectations of both the firm and clientele may add pressure but also drive excellence.
Final Verdict
The Senior Wealth Planner opportunity at Allworth Financial is best suited for experienced professionals with a passion for financial planning and a desire to work with exclusive clients. If you meet the qualifications and are looking for a dynamic, flexible, and rewarding position, this role deserves your attention. It offers a clear path to professional growth and financial reward.
