Senior Wealth Planner: High-Net-Worth Estate Strategy
Allworth Financial
Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with Private Wealth Strategies leadership to ensure a seamless, high-touch experience. Ideal candidates have extensive experience with clients in the $10M–$50M+ net worth range, strong knowledge of tax and estate planning, and #J-18808-Ljbffr Allworth Financial
Vacancy posted 3 days ago
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