Associate Advisor

Summary

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.

Duties and 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.

Qualifications

• 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

Benefits

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• 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 (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

• The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
• Typical reporting relationships are described, but actual relationships may vary in some instances.
• This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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