Associate Financial Planner – CFP Track

Allworth Financial; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off (exempt)

Holidays

Equity Purchase Program eligibility

Job summary

Allworth Financial is seeking an Associate Advisor to join our centralized planning team. You will support the end-to-end planning process, preparing and refining financial plans, conducting research, and participating in client meetings to ensure clients feel informed, cared for, and confident in their financial future.

This in-office role offers structured professional development and exposure to Allworth’s integrated service model, with a path toward becoming a lead advisor and CFP

Qualifications

• BS/BA in Business Finance, Economics, or related field
• In pursuit of CFP designation will be supported by the firm.
• Self-starter with ability to work independently.

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

Strong communication

Teamwork & relationship-building

Willing to learn financial and office‑

Client service mindset

Education

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

65, 7/66 or ChFC

Tools

MS Office

Job description

Allworth Financial is seeking an Associate Advisor to join our centralized planning team. You will support the end-to-end planning process, preparing and refining financial plans, conducting research, and participating in client meetings to ensure clients feel informed, cared for, and confident in their financial future.

This in-office role offers structured professional development and exposure to Allworth’s integrated service model, with a path toward becoming a lead advisor and CFP