Associate Advisor – CFP Path & Client Planning Growth

Allworth Financial; Folsom (CA); Hybrid; USD 70,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible PTO

401K contributions

Paid holidays

Equity purchase program

Job summary

Allworth Financial is seeking an Associate Advisor in Folsom, CA to join our centralized planning team. You will support the end-to-end planning process, prepare and refine plans, conduct research, and participate in client meetings, working across departments to reinforce our integrated service model.

The role offers in-office work, salary range $70,000–$72,000, and pathways for CFP designation as part of the long-term career path at Allworth.

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

Self-starter

Strong communication

Teamwork

Relationship-building

Independent work

Education

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

Job description

Allworth Financial is seeking an Associate Advisor in Folsom, CA to join our centralized planning team. You will support the end-to-end planning process, prepare and refine plans, conduct research, and participate in client meetings, working across departments to reinforce our integrated service model.

The role offers in-office work, salary range $70,000–$72,000, and pathways for CFP designation as part of the long-term career path at Allworth.