Associate Financial Advisor

TRC Talent Solutions; Norwood (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Allworth Financial in the United States seeks an Associate Advisor to support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support.

This early-career role provides hands-on experience, exposure to retirement planning, investment strategies, and tax planning while developing CFP-focused skills and a path toward becoming a Lead Advisor.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward CFP certification.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Demonstrated initiative, curiosity, and desire to grow as a financial advisor.
• Ability to work independently and collaboratively within a team.
• Proficiency with financial planning software and internal systems.

Responsibilities

• Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients.
• Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups.
• Conduct financial analysis, research, and casework related to 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 internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience.
• Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Actively pursue professional development, including progress toward CFP® certification.

Skills

Analytical skills

Communication skills

Organizational skills

Multitasking

Initiative

Education

Bachelor's degree in finance/economics/business

CFP certification progress

Tools

Financial planning software

Job description

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Summary:

The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.

Responsibilities:

• Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
• Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
• Conduct financial analysis, research, and casework related to 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 internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
• Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities
• Attend firm-sponsored meetings, workshops, and training sessions
• Actively pursue professional development, including progress toward CFP® certification

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Progress toward or strong interest in obtaining the CFP® designation
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Demonstrated initiative, curiosity, and desire to grow as a financial advisor
• Ability to work both independently and collaboratively within a team
• Proficiency or ability to quickly learn financial planning software and internal systems

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner while connecting talented professionals with opportunities to grow their careers.