Wealth Planner

We look for great people with great ideas.

Our team members are self-starters who actively contribute to the growth of our organization. They embody a dedication to transparency and honesty, along with a genuine desire to help others.

Because our employees are the driving force behind our ability to serve our clients, we are committed to their success - fostering a supportive environment to help them thrive both professionally and personally.

Ranked Top 15 Barron’s Top 100 RIA Firms 1

Best in Class Ethics NBRI 9

Top leadership has created an environment where work-life balance is valued. They invest in relationships of their employees.

My time at Allworth Financial has been the most rewarding I’ve had in my professional career. This organization truly cares about its employees and the clients they serve. I look forward to going to work everyday because I know I will be challenged and have fun at the same time. I plan to stay with Allworth Financial for my entire career and can not speak more highly of this organization.

As an employee, I’ve witnessed tremendous growth and change, and I’ve always felt that my voice matters. My manager is one of the best I’ve ever worked with in my entire life. He stays incredibly busy, but makes times for me when I need his support.

I honestly can not imagine a better company to work for, and that has attracted top notch people who tend to stay a long time.

Allworth Employee, Bay Area, CA

I actually admire everyone I know at the firm. From the CEOs, to management, to entry level personnel, everyone truly loves the company and is happy to be here.

People grow with this firm. The firm is doing exciting, innovative things and is growing both incredibly fast, and honorably.

Folsom, California, United States;
Walnut Creek, California, United States

Folsom, California, United States;
Walnut Creek, California, United States

Allworth Financial ( ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include organizing client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.

The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.

DUTIES AND RESPONSIBILITIES:

• Partner with Advisors and Sales Team (30%)
• Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial…