Associate Advisor
About The Position
The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. As an Associate Advisor, you will support the end-to-end planning process — from preparing and refining financial plans, to conducting research and case analysis, to participating in client meetings and follow-up. You will collaborate across departments, develop a strong understanding of our integrated service model, and play an important role in ensuring clients feel informed, cared for, and confident in their financial future. This is an in-office position. The role includes structured professional development and support in pursuing the CFP® designation as part of your long-term career path within Allworth.
Requirements
- BS/BA in Business Finance, Economics, or related field
- Has obtained their 65, 7/66 or ChFC
- 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 (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
- Flexible paid time off policy (for Exempt associates)
- 15 days of paid time off annually during the first three years of employment (for Non-Exempt associates)
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
