Associate Financial Planner - Path to Lead Advisor

Allworth Financial; Norwood (MA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

Flexible spending accounts

Flexible working arrangements

401K contributions

Paid time off

Holidays

Equity Purchase Program

Future growth opportunities

Job summary

Allworth Financial is seeking an Associate Advisor in Norwood, MA to support Financial Advisors with planning, client service, and analysis. This entry-level role emphasizes building technical expertise and client-facing skills while aligning with Allworth’s planning philosophy and business model.

A long-term path toward becoming a Lead Advisor is outlined. You will shadow meetings, perform investment and tax analysis, prepare materials, and collaborate across planning, operations, and client

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward or strong interest in obtaining 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.

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Participate in client meetings by shadowing and 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 to deliver a seamless client experience.
• Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Actively pursue professional development, including progress toward CFP certification.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Multitasking

Initiative

Team collaboration

Tech literacy

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Progress toward CFP designation

Job description

Allworth Financial is seeking an Associate Advisor in Norwood, MA to support Financial Advisors with planning, client service, and analysis. This entry-level role emphasizes building technical expertise and client-facing skills while aligning with Allworth’s planning philosophy and business model.

A long-term path toward becoming a Lead Advisor is outlined. You will shadow meetings, perform investment and tax analysis, prepare materials, and collaborate across planning, operations, and client