Head of Wealth Planning

7 days ago


Union, Kentucky, United States Allworth Financial Full time
Job Title: Head of Wealth Planning

Allworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. We are seeking a highly experienced and skilled Head of Wealth Planning to lead our financial planning methodology and drive strategic initiatives.

Key Responsibilities:
  • Strategic Leadership: Develop and provide strategic leadership for Allworth Financial's comprehensive wealth planning methodology, ensuring it aligns with the firm's goals and client needs.
  • 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.
  • 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.
  • 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.
Requirements:
  • 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.
Benefits:
  • Competitive base pay and an extensive benefits package, including medical, dental, vision insurance, and 401K contributions.
  • Flexible working arrangements and paid time off policy.
  • Option to participate in our Equity Purchase Program.
  • Future growth opportunities within the company.

Allworth Financial is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a collaborative and inclusive work environment where our associates can learn and grow with the firm.



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