Associate Advisor – Financial Planning & Growth Path

Allworth Financial; Lynnfield, Northern (MA, KY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off and holidays

Equity Purchase Program

Job summary

Allworth Financial is hiring an Associate Advisor in Lynnfield, MA to support Financial Advisors in delivering comprehensive financial plans and high‑quality client service. You will shadow client meetings, perform investment and retirement planning analyses, and prepare materials for client discussions.

This early‑career role offers growth toward Lead Advisor, with exposure to the firm's planning philosophy and collaborative culture.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward CFP designation or interest in pursuing CFP®.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication skills.

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Participate in client meetings by shadowing and contributing to follow-ups.
• Conduct financial analysis, research, and casework on investments, retirement planning, tax strategies, estate planning, and risk management.
• Prepare client-facing materials, meeting summaries, and plan updates.
• Assist with ongoing client communication and service requests in a timely, professional manner.
• Collaborate with planning, operations, investment management, and client service teams for a seamless experience.
• Gain exposure to Allworth Financial’s planning philosophy and business model through cross-functional learning.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Pursue professional development, including progress toward CFP® certification.

Skills

Analytical skills

Organizational skills

Written & verbal communication

Client-focused

Initiative

Team player

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Financial planning software

Job description

Allworth Financial is hiring an Associate Advisor in Lynnfield, MA to support Financial Advisors in delivering comprehensive financial plans and high‑quality client service. You will shadow client meetings, perform investment and retirement planning analyses, and prepare materials for client discussions.

This early‑career role offers growth toward Lead Advisor, with exposure to the firm's planning philosophy and collaborative culture.