Associate Advisor
About The Position
The Associate Advisor is part of Allworth Financial’s centralized planning team and partners with Financial Advisors to deliver planning and advisory services to on-plan asset management clients. The position is intended for individuals pursuing a future career as lead advisors, offering opportunities to build technical financial-planning expertise, strengthen client-facing skills, and learn Allworth’s operating model. The Associate Advisor supports the planning process by preparing and refining financial plans, conducting research and case analysis, participating in client meetings, and assisting with follow-up and communications. The role also involves collaboration and learning across departments, as well as attending company workshops and seminars. This is an in-office position. Structured professional development and support for pursuing the CFP® designation are provided.
Requirements
- Bachelor of Science or Bachelor of Arts in Business Finance, Economics, or a related field.
- Have obtained a Series 65, Series 7/66, or ChFC credential.
- Be pursuing the CFP® designation.
- Be a self-starter with the ability to work independently.
- Strong communication, teamwork, and relationship-building skills.
- Ability to learn financial and office programs and systems.
Responsibilities
- Shadow Financial Advisors during appointments with prospective and existing clients for training.
- Create and help implement financial plans for existing clients.
- Perform research and other casework for clients.
- Assist with communications with prospective and existing clients.
- Shadow departments across Allworth Financial to learn how the business model functions.
- Attend company events, including workshops and seminars.
- Take appropriate steps to obtain the CFP® designation.
Benefits
- Medical insurance options, including Blue Shield PPO and HDHP plans with HSA, and Kaiser HMO plans for California associates.
- Dental insurance with MetLife.
- Vision insurance with VSP.
- Optional supplemental benefits.
- Healthcare savings accounts with a company contribution.
- Flexible spending accounts.
- Flexible working arrangements.
- Generous 401(k) contributions.
- Flexible paid time off for exempt associates.
- 15 days of annual paid time off during the first three years for non-exempt associates.
- 11 paid holidays.
- Option to participate in the Equity Purchase Program; contract, intern, and part-time employees are not eligible.
- Future growth opportunities within the company.
- Benefits are available to full-time associates working more than 30 hours per week.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
