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Financial Consultant Wealth Management

Senior Wealth Planner: UHNW Estate & Tax Expert

Job in Folsom, Sacramento County, California, 95630, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Senior Wealth Planner in Folsom, California. This full-time role demands expertise in estate planning and advanced tax strategies for affluent clients, emphasizing collaboration and strategic planning. The firm offers a competitive salary range of $120,000 to $150,000, along with a comprehensive benefits package, including flexible working arrangements and generous paid time off policies.

Ideal candidates should have a CFP® and extensive financial planning experience, especially with high-net-worth individuals.
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Position Requirements
10+ Years work experience
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