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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 entry to mid level Estate Planning Specialist to add to its growing team to provide integrated financial services to our clients, including estate planning. The ideal candidate should have prior basic knowledge of the field of wills, trusts, and estate planning and should have the necessary communication skills to work directly with clients. We are not looking for an attorney to draft plans but more a support person to be client facing and educate clients during meetings on their options.
The Estate Planning Specialist will report to the Estate Planning Manager and will be primarily responsible for assisting the Estate Planning [Manager] with advising clients regarding estate planning matters. The position will assist financial advisors with the use of estate planning technology tools and will also assist with the management and delivery of Allworth’s estate planning offering to clients.
This is a full-time, exempt role with hybrid options in one of our primary office locations: Folsom, California/ Addison, Texas/ Cincinnati, Ohio, or Remote. The pay range for this role will be $70,000-$100,000 and is dependent on prior experience and education.
RESPONSIBILITIES:
The Estate Planning Specialist will be responsible for:
- Assisting the Estate Planning Manager in educating financial advisors regarding estate planning services offered and in providing estate planning services to clients
- Preparing meeting materials to illustrate estate planning options to clients
- Participating in meetings with clients to discuss estate planning
- Monitoring and reporting on service and solution standards
- Managing client data and reporting
QUALIFICATIONS:
- 3-5 years of experience working in the trust/estate planning field with an understanding of financial planning
- Bachelor’s degree required
- Microsoft Office skills, Zoom, Salesforce or other CRM experience preferred
- Previous experience with financial planning software such as Moneyguide Pro, eMoney and EP Navigator (or similar) preferred
SKILLS:
- Excellent verbal and written communication skills.
- Keen sense of urgency with excellent multi-tasking skills. Ability to juggle multiple assignments and responsibilities effectively to meet desired outcomes within required timeframes.
- Excellent attention to detail and advanced problem solving skills.
- Ability to work independently to successfully manage matters from start to finish, seeking assistance when required.
- Ability to handle confidential materials and information.
- Excellent relationship building skills with an ability to influence.
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
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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