Associate Advisor: CFP‑Track & Client Planning

Allworth Airline Advisors (Formerly RAA)

Folsom (CA)

On-site

USD 70,000 - 72,000

Full time

1 hour ago

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Benefits offered by this job

Medical: Blue Shield / Kaiser

Dental insurance

Vision insurance

Flexible PTO

401K contributions

11 paid holidays

Equity Purchase Program

Job summary

Allworth Financial in California is seeking an Associate Advisor to support the centralized planning team and deliver an exceptional service and advice experience to on-plan asset management clients. This in-office role trains future lead advisors and builds deep technical planning expertise while gaining exposure to Allworth’s operating model.

As an Associate Advisor, you will support end-to-end planning, research and case analysis, and client meetings.

Qualifications

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

Responsibilities

Shadows Financial Advisor future and existing client appointments to gain training.
Creates and helps implement financial plans for existing clients.
Performs tasks and research related to casework for clients.
Assists with future and existing client communication.
Shadows various departments to understand the business model.
Attends company events, workshops and seminars.
Takes steps to obtain the CFP designation.