Senior Wealth Planner
Lead financial planning for affluent clients, enjoy a hybrid schedule, and benefit from a competitive package. A CFP, 5+ years’ experience, and a degree are required.
Are you an experienced financial planner looking for a dynamic opportunity? Allworth Financial is currently seeking a Senior Wealth Planner for a full-time position. This role is ideal for professionals who thrive in client-focused environments and are committed to delivering tailored financial solutions to high-net-worth individuals. The job offers a hybrid schedule and includes a comprehensive benefits package, making it attractive for those seeking flexibility and security in their career.
Principales responsabilités et tâches quotidiennes
Senior Wealth Planners at Allworth Financial work closely with affluent clients to design and implement personalized strategies for financial growth and wealth transition.
Daily duties involve analyzing client portfolios, identifying opportunities for improvement, and ensuring that clients’ financial goals are consistently met over time.
Expect to collaborate with other advisors, accountants, and estate professionals to craft holistic plans and answer complex questions.
You’ll regularly update clients on progress, adjust plans to accommodate changes, and ensure optimal client satisfaction through proactive communication.
Staying current on market trends and regulatory updates is also important, helping you provide the best possible guidance every step of the way.
Standout Advantages
One major benefit is the flexibility of a hybrid work arrangement, which supports a healthy work-life balance for employees.
The company provides a competitive compensation structure and a comprehensive suite of benefits, adding to overall financial and personal security.
Considérations et inconvénients potentiels
Meeting the requirements for this position is demanding, with a Bachelor’s degree, a CFP certification, and substantial planning experience all necessary to qualify.
The role’s focus on high-net-worth clients means consistently high expectations and a need for exceptional attention to detail.
Verdict final
This position is best suited for seasoned professionals who value a client-first approach and appreciate the balance of independence and collaboration. If you meet the qualifications, the growth potential and rewards on offer make this Senior Wealth Planner position at Allworth Financial a great next step for your career.
