Senior Wealth Planning Director

4 weeks ago

Sacramento, California, United States Allworth Financial Full time

Job Summary

The Senior Wealth Planning Director 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 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.
  • 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.
  • Advisor Relationships: Maintain strong relationships with Allworth's top financial advisors, incorporating their feedback and best practices into the firm's wealth planning methodology.
  • Regulatory & Industry Leadership: Keep Allworth at the cutting edge of wealth planning concepts, staying current with associated rules, laws, and regulations.
  • Cross-Departmental Coordination: Collaborate with Financial Services Leadership team, Technology, Finance, Compliance, and other Allworth teams to evaluate and implement new products and services.

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.

This position pays a base of $200-225K plus bonus potential up to 20%.

BENEFITS

We value our associates' time and effort.

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

  • Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company

We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

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