Estate Planning Specialist

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 plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

The Financial Services department of Allworth Financial is looking for an Estate Planning Specialist to add to its growing team to provide integrated financial services to our clients, including estate planning. The Estate Planning Specialist will provide complex estate planning analysis, document review, and strategic recommendations for high‑net‑worth clients. The role ensures clients' estate plans align with their legacy, tax, and philanthropic objectives while mitigating risk and enhancing intergenerational wealth transfer.

This is a full-time, exempt role with hybrid options in one of our primary office locations: Folsom, California/ Addison, Texas/ Cincinnati, Ohio, Lawrence, KS. The pay range for this role will be $90,000-$110,000 (plus performance-based bonus) and is dependent on prior experience and education.

RESPONSIBILITIES:

• Conduct comprehensive review of wills, trusts, partnership agreements, powers of attorney, and related documents to identify issues, inconsistencies, and planning opportunities.
• Develop written estate planning recommendations that align with client objectives, minimize transfer taxes, and facilitate efficient wealth transition.
• Present findings and strategies to clients and internal advisory teams in clear, client‑focused language.
• Collaborate with internal CFP, CFA, CPA, and outside counsel to coordinate implementation, including outside document drafting and execution.
• Maintain current knowledge of federal and state estate, gift, generation‑skipping transfer, and income tax laws; monitor legislative and regulatory developments.
• Provide internal training and guidance to advisory teams on estate planning concepts and best practices.
• Contribute to thought‑leadership content and participate in special projects as requested.
• Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents.
• Have the ability to travel up to 10% of work hours for client meetings and training.
  
  

REQUIRED QUALIFICATIONS:

• Juris Doctor (J.D.) from an accredited law school or 10+ years of relevant experience; active license to practice law in at least one U.S. jurisdiction.
• Minimum five (5) years of dedicated estate planning experience serving high‑net‑worth or ultra‑high‑net‑worth clients.
• Demonstrated expertise in advanced estate planning techniques (e.g., GRATs, IDGTs, SLATs, FLPs) and charitable strategies (e.g., CRTs, DAFs).
• Proven ability to analyze complex documents and communicate recommendations in concise, understandable terms.
• Proficiency with Microsoft Office Suite, financial planning software, and CRM software (SalesForce preferred).
• Have the ability to travel up to 10% of work hours for client meetings and training.
  
  

PREFERRED QUALILFICATIONS:

• LL.M. in Taxation or Estate Planning.
• Professional credentials such as CFP, ChFC, AEP, or CPA.
• Experience in a multi‑disciplinary wealth management or trust company environment.
  
  

SKILLS:

• Client‑centric mindset with strong ethical standards.
• Excellent written and verbal communication skills.
• Analytical and detail‑oriented approach; ability to manage multiple priorities and meet deadlines.
• Collaborative and collegial working style.
  
  

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 (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 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company
  
  

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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