Senior Wealth Planner

Senior Wealth Planner – Allworth Airline Advisors (Formerly RAA)

The Financial Services department of Allworth Financial is looking for a Senior Wealth Planner to add to its growing team to provide integrated financial services to our clients, including estate planning. The Senior Wealth Planner will provide complex estate planning analysis, document review, and strategic recommendations for high‑net‑worth clients. The role ensures clients’ estate plans align with their legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer.

This is a full‑time, exempt role with hybrid options in one of our primary office locations:
Folsom, California;
Addison, Texas;
Cincinnati, Ohio;
Lawrence, KS.

• Conduct comprehensive review of wills, trusts, partnership agreements, powers of attorney, and related documents to identify issues, inconsistencies, and planning opportunities.
• Develop written estate planning recommendations that align with client objectives, minimize transfer taxes, and facilitate efficient wealth transition.
• Present findings and strategies to clients and internal advisory teams in clear, client‑focused language.
• Collaborate with internal CFP®, CFA, CPA, and outside counsel to coordinate implementation, including outside document drafting and execution.
• Maintain current knowledge of federal and state estate, gift, generation‑skipping transfer, and income tax laws; monitor legislative and regulatory developments.
• Provide internal training and guidance to advisory teams on estate planning concepts and best practices.
• Contribute to thought‑leadership content and participate in special projects as requested.
• Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents.
• Have the ability to travel up to 10% of work hours for client meetings and training.

• Juris Doctor (J.D.) from an accredited law school or 10+ years of relevant experience; active license to practice law in at least one U.S. jurisdiction.
• Minimum five (5) years of dedicated estate planning experience serving high‑net‑worth or ultra‑high‑net‑worth clients.
• Demonstrated expertise in advanced estate planning techniques (e.g., GRATs, IDGTs, SLATs, FLPs) and charitable strategies (e.g., CRTs, DAFs).
• Proven ability to analyze complex documents and communicate recommendations in concise, understandable terms.
• Proficiency with Microsoft Office Suite, financial planning software, and CRM software (Sales Force preferred).
• Have the ability to travel up to 10% of work hours for client meetings and training.

• LL.M. in Taxation or Estate Planning.
• Professional credentials such as CFP®, ChFC®, AEP®, or CPA.
• Experience in a multi‑disciplinary wealth management or trust company environment.

• Client‑centric mindset with strong ethical standards.
• Excellent written and verbal communication skills.
• Analytical and detail‑oriented approach; ability to manage multiple priorities and meet deadlines.
• Collaborative and collegial working style.

• Medical:
  Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with Met Life
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy.
• Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Allworth Financial participates in E-Verify.

Benefits are available to full‑time associates who work more than 30 hours a week.

California residents,  for our privacy policy.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.