Financial Advisor

About the role

Allworth Financial, a high growth, private equity backed, multi-branch Registered Investment Advisor, is seeking an experienced Financial Advisor to join our Houston, TX office. This is an in-person role, with the ability to work from home, designed for an advisor who brings professional maturity, sound judgment, and a commitment to building strong client relationships while actively contributing to a high-performing office culture.

Responsibilities

• Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management.
• Build and sustain long-term client relationships through trust, credibility, and consistent delivery of high-quality advice.
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
• Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework.
• Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
• Maintain a strong in-office presence and serve as a collaborative, engaged member of the Houston team.
• Lead by example in professionalism, preparation, and client experience.
• Actively contribute to office culture, collaboration, and shared accountability.
• Support team initiatives, mentoring, and knowledge sharing as appropriate.
• Communicate planning strategies, recommendations, and investment updates clearly and confidently.
• Maintain accurate documentation and follow-up in Allworth's CRM system.
• Provide thoughtful feedback to leadership to support continuous improvement.

Requirements

• CFP or ChFC designation required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum five years of client-facing wealth management or financial planning experience.
• Demonstrated ability to operate independently while collaborating effectively within a team.
• Strong leadership presence with the ability to influence, mentor, and model best practices.
• High emotional intelligence, professionalism, and discretion.
• Thrives in an in-office, team-oriented environment.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Benefits

• Competitive base pay and an extensive benefits package, including medical, dental, and vision insurance.
• Optional supplemental benefits, healthcare savings accounts with company contribution, and flexible spending accounts.
• Generous 401K contributions and flexible working arrangements.
• Exempt associates qualify for our flexible paid time off policy, and non-exempt associates receive 15 days of paid time off annually during the first three years of employment.
• 11 Paid Holidays and the option to participate in our Equity Purchase Program.
• Future growth opportunities within the company.