Associate Advisor

Allworth Financial; Lynnfield, Northern (MA, KY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off and holidays

Equity Purchase Program

Job summary

Allworth Financial is hiring an Associate Advisor in Lynnfield, MA to support Financial Advisors in delivering comprehensive financial plans and high‑quality client service. You will shadow client meetings, perform investment and retirement planning analyses, and prepare materials for client discussions.

This early‑career role offers growth toward Lead Advisor, with exposure to the firm's planning philosophy and collaborative culture.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward CFP designation or interest in pursuing CFP®.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication skills.

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Participate in client meetings by shadowing and contributing to follow-ups.
• Conduct financial analysis, research, and casework on 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 for a seamless experience.
• Gain exposure to Allworth Financial’s planning philosophy and business model through cross-functional learning.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Pursue professional development, including progress toward CFP® certification.

Skills

Analytical skills

Organizational skills

Written & verbal communication

Client-focused

Initiative

Team player

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Financial planning software

Job description

Allworth Financial Advisors Lynnfield, Massachusetts, United States

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 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

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 associates
• Dental insurance with MetLife
• Vision insurancewith 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.