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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