Associate Advisor

Allworthfinancial; Norwood (MA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible spending accounts

Healthcare savings accounts

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 entry-level role builds technical expertise and client-facing skills with a long-term path toward becoming a Lead Advisor.

Candidates should have a Bachelor’s degree in Finance, Economics, or related field and pursue CFP designation.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field required.
• Progress toward CFP designation encouraged.
• Strong analytical, organizational, and communication skills required.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Assist Financial Advisors in preparing and updating comprehensive financial plans.
• Shadow client meetings and contribute to discussions and follow-ups.
• Conduct financial analysis across investments, retirement, tax, estate planning and risk management.
• Prepare client-facing materials and meeting summaries.
• Support ongoing client communication and service requests timely and professionally.
• Collaborate with planning, operations, investment management, and client service teams.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Multi-task priority

Team collaboration

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFP designation progress

Tools

Financial planning software

Internal planning systems

Job description

About Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

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