Senior Wealth Planner is open at Allworth Financial in Cincinnati, Ohio, United States; Dallas, Texas, United States; Denver, Colorado, United States; Indianapolis, Indiana, United States. The posting gives no salary; similar roles in the United States advertise a median of $160K. Posted on Aug 14, 2026, and still on Allworth Financial’s careers page when we last checked, on Nov 14, 2026.
About the role
1. Strategic Case Planning & Internal Collaboration (30%) Serve as lead planner on complex engagements requiring multi-disciplinary solutions Partner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, liquidity, and legacy planning Collaborate with Advisors, Custodial Referral Program partners, the Head of Private Wealth Strategies, and advanced planning…
The opening lines of the posting. The rest is on Allworth Financial’s careers page.
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