Allworth Financial is hiring a
Associate Advisor

Summary

The Associate Advisor position at Allworth Financial is a support role for Financial Advisors within a centralized planning team. This in-office job has a salary range of $70-90k annually based on experience. The Associate Advisor shadows Financial Advisors, creates and helps implement financial plans, assists with client communication, learns about the business model, attends company events, and works towards obtaining the CFP® designation.

Requirements

• BS/BA in Business Finance, Economics, or related field
• In pursuit of CFP® designation
• Self-starter, with the ability to work independently
• Strong communication, teamwork, and relationship-building skills
• Demonstrates ability to learn related financial and office programs and systems

Responsibilities

• Shadows Financial Advisor future and existing client appointments to gain valuable training
• Creates and helps implement financial plans for existing clients
• Performs various tasks and research relating to casework for our clients
• Assists with future and existing client communication
• Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions
• Attends company events, including workshops and seminars
• Takes appropriate steps to obtain the CFP® designation

Benefits

• 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