Associate Advisor—CFP Path to Lead Financial Planner

Allworth Financial; Folsom (CA); Presencial; USD 70.000 - 72.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible paid time off

11 Paid Holidays

Equity Purchase Program

Descripción de la vacante

Allworth Financial is seeking an Associate Advisor to join our centralized planning team and partner with Financial Advisors to deliver top-tier service and guidance. The role focuses on building deep technical planning expertise, strengthening client-facing skills, and gaining hands-on exposure to Allworth’s operating model.

In-office position with salary $70,000–$72,000, plus structured development toward CFP designation.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Self-starter

Communication

Teamwork

Relationship-building

Learning programs

Educación

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

65/7/66 or ChFC

Descripción del empleo

Allworth Financial is seeking an Associate Advisor to join our centralized planning team and partner with Financial Advisors to deliver top-tier service and guidance. The role focuses on building deep technical planning expertise, strengthening client-facing skills, and gaining hands-on exposure to Allworth’s operating model.

In-office position with salary $70,000–$72,000, plus structured development toward CFP designation.