Associate Advisor

Allworth Airline Advisors (Formerly RAA); Lynnfield (MA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Holidays

Equity Purchase Program

Future growth opportunities

Job summary

Allworth Financial is seeking an Associate Advisor to support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support. This early-career role aims to develop technical expertise, client-facing skills, and a path toward becoming a Lead Advisor.

The position involves preparing financial plans, participating in client meetings, performing investments and retirement analysis, and creating client materials.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Progress toward or strong interest in CFP designation.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Demonstrated initiative and desire to grow as a financial advisor.
• Ability to work independently and within a team.
• Proficiency or ability to quickly learn financial planning software and internal systems.

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Shadow client meetings and progressively contribute 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 planning, operations, investment management, and client service teams 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.
• Pursue professional development toward CFP certification.

Skills

Client service

Analytical thinking

Communication

Teamwork

Time management

Education

Bachelor's degree

CFP in progress

Tools

Financial planning software

Job description

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 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 & Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Progress toward or strong interest in obtaining the CFP® designation
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast‑paced, client‑focused environment
• Demonstrated initiative, curiosity, and desire to grow as a financial advisor
• Ability to work both independently and collaboratively within a team
• Proficiency or ability to quickly learn financial planning software and internal systems

Physical Requirements

• Prolonged periods of sitting and working at a computer
• Ability to attend in-person meetings and events as required

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 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, and knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify.

California residents.