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Senior Wealth Planner: High-Net-Worth Estate Strategy
Job in
Addison, Dallas County, Texas, 75001, USA
Listed on 2026-09-06
Listing for:
Allworth Financial
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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