Associate Advisor

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY 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. KEY RESPONSIBILITIES Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clientsParticipate in client meetings by shadowing and, over time, actively contributing to discussions and follow-upsConduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk managementPrepare client-facing materials, meeting summaries, and plan updatesAssist with ongoing client communication and service requests in a timely, professional mannerCollaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experienceGain exposure to Allworth Financial's full business model through cross-functional learning and shadowing opportunitiesAttend firm-sponsored meetings, workshops, and training sessionsActively pursue professional development, including progress toward CFP® certification REQUIREMENTS & QUALIFICATIONS Bachelor's degree in Finance, Economics, Business, or a related fieldProgress toward or strong interest in obtaining the CFP® designationStrong analytical, organizational, and problem-solving skillsExcellent written and verbal communication skillsAbility to manage multiple priorities in a fast-paced, client-focused environmentDemonstrated initiative, curiosity, and desire to grow as a financial advisorAbility to work both independently and collaboratively within a teamProficiency or ability to quickly learn financial planning software and internal systems PHYSICAL REQUIREMENTS Prolonged periods of sitting and working at a computerAbility to attend in-person meetings and events as required The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Pay range of $75k -90k 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 associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributions Exempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption 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. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.