Financial Planner

Allworth Financial•Dallas, TX

1d•$95,000 - $110,000•Onsite

About The Position

The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's.

Requirements

Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.
Strong organizational skills with meticulous attention to detail and accuracy.
Excellent verbal and written communication skills; enjoys collaborative teamwork.
Ability to manage multiple projects in a fast-paced, dynamic environment.
Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.
Must be in good compliance standing with all relevant regulations, rules, and internal policies.

Nice To Haves

Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus.

Responsibilities

Partner with Advisors and Sales Team
Collaborate with Integrated Services
Create and Support Financial Planning Deliverables
Client Presentation Support

Benefits

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