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Financial Advisor Financial Consultant

Senior Estate Planner & Wealth Strategist

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Allworth Financial
Full Time position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Wealth Planner to deliver integrated financial services, specializing in estate planning for high-net-worth clients. The candidate will conduct document reviews, develop tailored recommendations, and collaborate with internal teams. An active J.D. and advanced estate planning expertise are required.

This role offers competitive pay and a comprehensive benefits package in a creative, collaborative workplace.
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Position Requirements
10+ Years work experience
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