Teams at Allworth Financial

The Data Engineer will optimize data infrastructure, modernize SQL processes, support data governance, and mentor team members while enhancing analytics capabilities.

Serve as primary advisor to clients, lead discovery and planning conversations, deliver comprehensive fiduciary financial plans, partner with Wealth Planning and Associate Advisors, leverage estate/tax/insurance resources, maintain client documentation and CRM, and contribute to office leadership and culture in the Houston office.

Support M&A activity by performing financial modeling, valuation, due diligence, and integration work. Prepare pro forma P&Ls, transaction and board presentation materials, manage diligence data rooms, monitor deal progress, and perform ad-hoc financial and operational analyses to realize deal value.