Senior UHNW Wealth Planner & Strategy Lead
TRC Talent Solutions
Allworth seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements, design integrated strategies, and mentor junior planners to uphold high-touch service. Required credentials include CFP and 10+ years in financial planning, with deep estate tax expertise and proficiency in eMoney/MoneyGuidePro. You will collaborate with internal teams to ensure cohesive planning and client satisfaction. #J-18808-Ljbffr TRC Talent Solutions
Vacancy posted 1 day ago
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