Associate Advisor

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

Flexible spending accounts

Flexible working arrangements

401K contributions

Paid time off

Holidays

Equity Purchase Program

Future growth opportunities

Job summary

Allworth Financial is seeking an Associate Advisor in Norwood, MA to support Financial Advisors with planning, client service, and analysis. This entry-level role emphasizes building technical expertise and client-facing skills while aligning with Allworth’s planning philosophy and business model.

A long-term path toward becoming a Lead Advisor is outlined. You will shadow meetings, perform investment and tax analysis, prepare materials, and collaborate across planning, operations, and client

Qualifications

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

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Participate in client meetings by shadowing and 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 to deliver a seamless client experience.
• Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Actively pursue professional development, including progress toward CFP certification.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Multitasking

Initiative

Team collaboration

Tech literacy

Education

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

Progress toward CFP designation

Job description

220 Norwood Park South, Norwood, MA 02062

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

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.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

The above statements are intended to describe the general nature and level of work ... persons 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.