Associate Advisor | Path to Lead CFP Planner

Allworth Airline Advisors (Formerly RAA); Dallas (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance (Blue Shield/Kaiser)

Dental insurance

Vision insurance

HSA with company contribution

Flexible spending accounts

Flexible paid time off

401K with company contributions

Paid holidays

Equity Purchase Program (eligible for)

Career growth opportunities

Descripción de la vacante

Allworth Financial is seeking an Associate Advisor to join our in-office planning team in Dallas. You will work with Financial Advisors to prepare and refine plans, conduct research, and participate in client meetings.

The role targets professionals aiming to become lead advisors with strong technical planning and client-facing skills. You will gain exposure to the full Allworth operating model, support end-to-end planning, and be encouraged to pursue CFP designation as part of your long-term

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

Independent work

Educación

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

Descripción del empleo

Allworth Financial is seeking an Associate Advisor to join our in-office planning team in Dallas. You will work with Financial Advisors to prepare and refine plans, conduct research, and participate in client meetings.

The role targets professionals aiming to become lead advisors with strong technical planning and client-facing skills. You will gain exposure to the full Allworth operating model, support end-to-end planning, and be encouraged to pursue CFP designation as part of your long-term