Current jobs related to Head of Wealth Planning - Cincinnati OH United States - Allworth Financial


  • Cincinnati, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) 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...

  • Senior Wealth Advisor

    2 months ago


    Cincinnati, United States MAI Wealth Management, Inc. Full time

    GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery...


  • Cincinnati, United States THOR Wealth Management Full time

    Wealth Advisor/Tax Associate PositionFull-TimeSalary Range: $60K-$90K (based on experience) + Future Consideration for Ownership Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in...


  • Cincinnati, United States THOR Wealth Management Full time

    Wealth Advisor/Tax Associate PositionFull-TimeSalary Range: $60K-$90K (based on experience) + Future Consideration for Ownership Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in...


  • Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full time

    Job OverviewThe Senior Wealth Advisor role at MAI Wealth Management, Inc. is a client-centric position that requires exceptional financial planning and investment advisory skills. With 10+ years of experience in the industry, you will be responsible for providing comprehensive wealth management advice to high-net-worth individuals.ResponsibilitiesClients'...


  • Dallas, TX, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Wealth Advisor

    4 days ago


    Cincinnati, United States Horter Investment Management, LLC. Full time

    Wealth AdvisorWe are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to...

  • Wealth Advisor

    2 weeks ago


    Cincinnati, United States Horter Investment Management Full time

    Wealth AdvisorWe are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to...

  • Wealth Advisor

    2 weeks ago


    Cincinnati, United States Horter Investment Management Full time

    Wealth AdvisorWe are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to...


  • Cincinnati, United States District Partners LLC Full time

    This isn’t just another wealth advisor role—it’s a chance to step into something bigger. Imagine starting with a robust portfolio of high-net-worth clients from day one, combined with the freedom to build your own path. Our client is looking for a driven, forward-thinking advisor to help lead and grow their Cincinnati office. With the backing of a...


  • Cincinnati, United States District Partners LLC Full time

    This isn’t just another wealth advisor role—it’s a chance to step into something bigger. Imagine starting with a robust portfolio of high-net-worth clients from day one, combined with the freedom to build your own path. Our client is looking for a driven, forward-thinking advisor to help lead and grow their Cincinnati office. With the backing of a...


  • Cincinnati, United States Jobot Full time

    Job DescriptionJob DescriptionFlexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!This Jobot Job is hosted by: Kevin ShilneyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $220,000 per yearA bit about us:This firm offers comprehensive financial planning and investment...


  • Cincinnati, United States HCM Wealth Full time

    HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. At HCM Wealth Advisors, we are on a mission to empower our clients to make intelligent financial decisions, so they will enjoy secure retirements.   We are seeking an Assistant for our Advisors. In this supporting...

  • Wealth Advisor III

    1 week ago


    Cincinnati, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining...

  • Head of Strategy

    1 month ago


    New York City, NY, United States MassMutual Full time

    At MassMutual, we’re passionate about helping millions of people find financial freedom. This passion has driven our approach to developing products which best meet the needs of our customers. To help us achieve our mission, we are hiring a Head of Strategy & Planning to join our Product team.As the Head of Strategy & Planning, you’ll use your skills to...


  • Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full time

    About the RoleWe are seeking an experienced Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management group, you will be responsible for providing comprehensive wealth management advice to high-net-worth individuals, including developing personalized financial solutions, providing expert guidance on...


  • Los Angeles, CA, United States City National Bank Full time

    WEALTH STRATEGIST CNRWHAT IS THE OPPORTUNITY?This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW...


  • Cincinnati, United States U.S. Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • cincinnati, United States Horter Investment Management Full time

    Wealth AdvisorWe are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Overview">Personal Choice Financial Advisors, LLC is a fee-only financial planning & wealth management firm serving physicians nationwide. We are looking for a self-driven, compassionate, and knowledgeable Lead Advisor to join our team.

Head of Wealth Planning

1 month ago


Cincinnati OH United States Allworth Financial Full time

Head of Wealth Planning

The Head of Wealth Planning at Allworth Financial is a senior leadership role responsible for steering the firm’s overall financial planning methodology. This role encompasses leadership in key areas such as Financial Planning, Retirement Planning, Investment Products, Risk and Insurance, Estate Planning, and Tax Planning. The successful candidate will lead a centralized team of wealth planning experts, manage Allworth's wealth planning toolset, and oversee integrated service delivery teams specializing in Insurance and Estate Planning. This role also requires coordination with various departments to assess and implement new tools, products, and services, and to ensure that Allworth remains at the forefront of financial planning practices.

Key Responsibilities:

Strategic Leadership:

  • Develop and provide strategic leadership for Allworth Financials’ comprehensive wealth planning methodology, ensuring it aligns with the firm's goals and client needs.
  • Lead the evolution of wealth planning strategies across Financial Planning, Retirement Planning, Investment Products, Risk and Insurance, Estate Planning, and Tax Planning.

Team Leadership:

  • Oversee a centralized team of financial planning experts who serve as a resource across the Allworth advisor population, offering consultation and support in developing comprehensive wealth planning strategies.
  • Foster a collaborative environment that encourages innovation, professional growth, and the consistent delivery of high-quality wealth planning services.

Wealth Planning Toolset Management:

  • Own and manage Allworth’s financial planning toolset, ensuring its effective use across the organization and assessing opportunities for new and upgraded capabilities.
  • Evaluate and implement new tools and products that enhance the wealth planning process, improve efficiency, and deliver value to both clients and advisors.

Integrated Service Delivery:

  • Lead and coordinate integrated service delivery teams specializing in Insurance and Estate Planning, ensuring these services are effectively integrated into the broader wealth planning framework used by Allworth’s Financial Advisors.
  • Oversee client engagement strategies in these areas, ensuring high-quality service delivery and client satisfaction.

Collaboration & Training:

  • Work closely with the Head of Practice Management and other stakeholders to develop and deliver training programs that enhance wealth planning and product execution capabilities across the advisor network.
  • Ensure planning methodologies are aligned with the latest industry trends, tools, and best practices, equipping advisors to deliver exceptional client service.

Advisor Relationships:

  • Maintain strong relationships with Allworth’s top financial advisors, incorporating their feedback and best practices into the firm’s wealth planning methodology.
  • Act as a key point of contact for advisors, ensuring their needs are met and their insights are integrated into the broader strategic direction.

Regulatory & Industry Leadership:

  • Keep Allworth at the cutting edge of wealth planning concepts, staying current with associated rules, laws, and regulations.
  • Ensure that all wealth planning practices adhere to regulatory requirements and industry standards, while also driving innovation.

Cross-Departmental Coordination:

  • Collaborate with Financial Services Leadership team, Technology, Finance, Compliance, and other Allworth teams to evaluate and implement new products and services.
  • Ensure that all new tools, products, and services are effectively integrated into the firm’s wealth planning processes and deliver measurable benefits.

Qualifications:

  • Advanced degree in Finance, Economics, Business, or a related field.
  • Professional certifications such as CFP, CFA, ChFC, or similar credentials.
  • A minimum of 20 years of experience in financial planning, with at least 5 years in a leadership or management role.
  • In-depth knowledge of financial planning, investment products, retirement planning, risk management, estate planning, and tax strategies.
  • Proven leadership skills with experience managing teams of financial professionals and driving strategic initiatives.
  • Strong proficiency in financial planning software and tools, with a track record of evaluating and implementing new technologies.
  • Excellent interpersonal, communication, and collaboration skills.
  • Ability to think strategically and implement initiatives that align with organizational goals.
#J-18808-Ljbffr