Associate Advisor - CFP Path, Client Planning Growth

Allworth Airline Advisors (Formerly RAA); Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off (PTO)

11 paid holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking an Associate Advisor to join our centralized planning team in an in-office role. You will support the end-to-end planning process, refine financial plans, and contribute to client meetings while building deep technical expertise and client-facing skills.

The position includes structured professional development and support toward CFP designation as part of a long-term career path.

Qualifications

• BS/BA in Business Finance, Economics, or related field.
• Has obtained their 65, 7/66 or ChFC.
• In pursuit of CFP designation.
• Self-starter, with the ability to work independently.
• Strong communication, teamwork, and relationship-building skills.
• Demonstrates ability to learn related financial and office programs and systems.

Responsibilities

• Shadows Financial Advisor future and existing client appointments to gain valuable training.
• Creates and helps implement financial plans for existing clients.
• Performs various tasks and research relating to casework for our clients.
• Assists with future and existing client communication
• Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.
• Attends company events, including workshops and seminars.
• Takes appropriate steps to obtain the CFP® designation.

Skills

BS/BA in Business Finance

65/7/66 or ChFC

CFP designation (pursuit)

Self-starter

Strong communication

Teamwork/relationship-building

Learning financial/office software

Education

BS/BA in Business Finance, Economics, or related field

Tools

Office software

Job description

Allworth Financial is seeking an Associate Advisor to join our centralized planning team in an in-office role. You will support the end-to-end planning process, refine financial plans, and contribute to client meetings while building deep technical expertise and client-facing skills.

The position includes structured professional development and support toward CFP designation as part of a long-term career path.