Associate Advisor

Allworth Airline Advisors (Formerly RAA); Norwood (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401K with company matching

Flexible work arrangements

Paid time off

Job summary

Allworth Financial is seeking an Associate Advisor in a early-career role in Norwood, MA. You will support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support.

You’ll build technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy with a long-term path toward becoming a Lead Advisor.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward CFP designation or strong interest in obtaining CFP®.
• 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.

Responsibilities

• Support Financial Advisors in creating comprehensive financial plans for clients.
• Shadow client meetings and progressively contribute to discussions and follow-ups.
• Conduct financial analysis, research, and casework on investments, retirement, taxes, estate planning, and risk management.
• Prepare client-facing materials, meeting summaries, and plan updates.
• Assist with ongoing client communications and service requests professionally.
• Collaborate with planning, operations, investment management, and client service teams to deliver a seamless client experience.
• Gain exposure to Allworth Financial’s business model through cross-functional learning and shadowing.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Pursue CFP certification progress as part of professional development.

Skills

Financial analysis

Client service

Communication

Prioritization

Team collaboration

Problem-solving

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Financial planning software

Internal systems

Job description

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

Pay range of $65k -90k plus 10% bonus

Physical Requirements

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

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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