Senior Wealth Planner - High-Net-Worth Estate & Tax Strategy
Allworth Financial
Allworth Financial in Dallas, TX seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements in estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with Private Wealth Strategies and Advisors to ensure a seamless, high-touch client experience. The role requires deep experience with $10M–$50M+ net worth clients, strong communication skills, and CFP certification. #J-18808-Ljbffr Allworth Financial
Vacancy posted 2 days ago
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