Senior Wealth Planner

Job overview

The Senior Wealth Planner role is listed in Addison, TX; the posting does not specify a work arrangement or compensation. The planner supports Allworth’s Wealth Planning Team in delivering customized planning solutions for high-net-worth and ultra-high-net-worth clients and families. The role leads complex planning engagements, develops integrated estate, tax, investment, business, philanthropic, liquidity, and legacy strategies, and presents tailored financial plans to clients. It also mentors other planners and contributes to firm-wide planning tools and workflows.

What you'll do

• Lead complex planning cases
• collaborate on integrated strategies
• develop advanced tax, estate, investment, and wealth-transfer plans
• prepare plans using eMoney and MoneyGuidePro
• participate in client meetings
• mentor planners
• improve firm-wide planning strategies and tools.

What we're looking for

Skills & competencies

senior wealth planner

addison tx

trc talent solutions

allworth

wealth planning

high-net-worth clients

estate planning

advanced tax strategies

financial planning

emoney

moneyguidepro

cfp required

Work arrangement

• Weekend coverage required

Why this role

Requires CFP certification and at least 10 years of financial planning experience, including substantial work with high- and ultra-high-net-worth clients. The source identifies TRC Talent Solutions as the employer while describing the client team as Allworth.

About the employer

TRC Talent Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.