Allworth Airline Advisors (Formerly RAA) · 4 hours ago
Financial Planner
Dallas, TX
Full-time
Onsite
Entry, Mid Level
$95K/yr - $110K/yr
2+ years expAllworth Airline Advisors is a financial services firm seeking a Financial Planner to join their Wealth Planning team. The role involves collaborating with Advisors and integrated service partners to produce financial planning deliverables, ensuring accuracy and timeliness in supporting high-quality financial advice.
Financial Services
Responsibilities
Partner with Advisors and Sales Team (30)
Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information
Review initial planning needs, clarify data requirements, and help organize all relevant client documents
Maintain clear communication with the team regarding case progress and any outstanding data requirements
Collaborate with Integrated Services (20)
Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s financial plan
Consolidate, summarize, and verify all information to ensure alignment with the client’s goals
Track case activities and maintain accurate records in Salesforce (or similar CRM)
Create and Support Financial Planning Deliverables (40)
Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency
Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations
Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information
Adhere to best practices and established timelines to maintain a high standard of service quality
Client Presentation Support (10)
Organize and prepare meeting materials for Advisor-led client presentations
Participate in client meetings when necessary to provide detailed insights or gather additional data
Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps
Qualification
Required
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
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)
Must be in good compliance standing with all relevant regulations, rules, and internal policies
Preferred
Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus
Experience with Salesforce or similar CRM is advantageous
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
Company
Allworth Airline Advisors (Formerly RAA)
Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity
Recent News
2025-10-11
Company data provided by crunchbase