Associate Financial Planner—CFP Path to Lead Advisor

Allworth Financial; Kennesaw (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking an Associate Advisor to join our centralized planning team. You will work with Financial Advisors to deliver exceptional service, build technical planning expertise, and gain hands-on exposure to the Allworth operating model.

As an Associate Advisor, you will support end-to-end planning—from refining financial plans to researching cases and participating in client meetings—collaborating across departments to ensure clients feel informed and confident in their

Qualifications

• Bachelor's degree in finance, economics, or related field.
• 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.

Responsibilities

• 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.

Skills

Self-starter

Communication skills

Teamwork

Relationship-building

Learning ability

Education

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

65, 7/66 or ChFC

Job description

Allworth Financial is seeking an Associate Advisor to join our centralized planning team. You will work with Financial Advisors to deliver exceptional service, build technical planning expertise, and gain hands-on exposure to the Allworth operating model.

As an Associate Advisor, you will support end-to-end planning—from refining financial plans to researching cases and participating in client meetings—collaborating across departments to ensure clients feel informed and confident in their