Associate Advisor

Allworth Financial•Walnut Creek, CA

19d•$75,000 - $90,000•Onsite

About The Position

The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy and business model, with a long-term path toward becoming a Lead Advisor. This is a full-time, exempt role based in our Walnut Creek office, offering a fully onsite, collaborative work environment with an in-office presence required five days per week. The position includes a base salary range of $75,000–$90,000, with eligibility for an annual bonus based on individual performance and company results.

Requirements

Bachelor’s degree in Finance, Economics, Business, or a related field
Progress toward or strong interest in obtaining the CFP® designation
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced, client-focused environment
Demonstrated initiative, curiosity, and desire to grow as a financial advisor
Ability to work both independently and collaboratively within a team
Proficiency or ability to quickly learn financial planning software and internal systems

Responsibilities

Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
Prepare client-facing materials, meeting summaries, and plan updates
Assist with ongoing client communication and service requests in a timely, professional manner
Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities
Attend firm-sponsored meetings, workshops, and training sessions
Actively pursue professional development, including progress toward CFP® certification

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