Associate Advisor - CFP Track, Client Planning

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible spending accounts

Healthcare savings accounts

Job summary

Allworth Financial is seeking an Associate Advisor to support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support. This entry-level role builds technical expertise and client-facing skills with a long-term path toward becoming a Lead Advisor.

Candidates should have a Bachelor’s degree in Finance, Economics, or related field and pursue CFP designation.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field required.
• Progress toward CFP designation encouraged.
• Strong analytical, organizational, and communication skills required.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Assist Financial Advisors in preparing and updating comprehensive financial plans.
• Shadow client meetings and contribute to discussions and follow-ups.
• Conduct financial analysis across investments, retirement, tax, estate planning and risk management.
• Prepare client-facing materials and meeting summaries.
• Support ongoing client communication and service requests timely and professionally.
• Collaborate with planning, operations, investment management, and client service teams.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Multi-task priority

Team collaboration

Education

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

CFP designation progress

Tools

Financial planning software

Internal planning systems

Job description

Allworth Financial is seeking an Associate Advisor to support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support. This entry-level role builds technical expertise and client-facing skills with a long-term path toward becoming a Lead Advisor.

Candidates should have a Bachelor’s degree in Finance, Economics, or related field and pursue CFP designation.