Head of Wealth Planning Strategist
3 hours ago
At Allworth Financial, we are seeking a highly skilled and experienced Head of Wealth Planning to lead our comprehensive wealth planning methodology. This senior leadership role is responsible for steering the firm's overall financial planning approach, ensuring it aligns with our goals and client needs.
Key Responsibilities:- Develop and provide strategic leadership for Allworth Financial's wealth planning methodology, ensuring it remains at the forefront of industry practices.
- Lead the evolution of wealth planning strategies across Financial Planning, Retirement Planning, Investment Products, Risk and Insurance, Estate Planning, and Tax Planning.
- 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.
- Own and manage Allworth's financial planning toolset, ensuring its effective use across the organization and assessing opportunities for new and upgraded capabilities.
- 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.
- 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.
- Maintain strong relationships with Allworth's top financial advisors, incorporating their feedback and best practices into the firm's wealth planning methodology.
- 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.
We offer a competitive base pay and an extensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with company contributions. Our flexible paid time off policy and equity purchase program provide opportunities for growth and development within the company.
We strive to maintain a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.
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