Associate Advisor

About the role

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.

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

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Progress toward or strong interest in obtaining the CFP® designation

Qualifications

• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in