Associate Advisor

Allworth Financial•Dallas, TX

7d•Onsite

About The Position

The Associate Advisor is part of Allworth Financial’s centralized planning team and partners closely with Financial Advisors to provide planning and service to on-plan asset management clients. The role is intended for people seeking to become future lead advisors, develop technical financial-planning expertise, strengthen client-facing skills, and gain exposure to Allworth’s operating model. The Associate Advisor supports the planning process by preparing and refining financial plans, researching and analyzing cases, participating in client meetings, and assisting with follow-up. The position collaborates across departments and helps ensure clients feel informed and cared for. It is an in-office role that includes structured professional development and support in pursuing the CFP® designation.

Requirements

Bachelor of Science or Bachelor of Arts in Business Finance, Economics, or a related field.
Has obtained a Series 65, Series 7/66, or ChFC.
In pursuit of the CFP® designation.
Self-starter who can work independently.
Strong communication, teamwork, and relationship-building skills.
Ability to learn related financial and office programs and systems.

Responsibilities

Shadow Financial Advisors during appointments with prospective and existing clients.
Create and help implement financial plans for existing clients.
Conduct research and perform casework for clients.
Assist with communication with prospective and existing clients.
Shadow various Allworth Financial departments to learn how the business model functions.
Attend company events, including workshops and seminars.
Take appropriate steps to obtain the CFP® designation.

Benefits

Competitive base pay.
Medical insurance options, including Blue Shield PPO 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 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.
Structured professional development and support in pursuing the CFP® designation.