Financial Advisor

Allworth Airline Advisors (Formerly RAA); Houston (TX); Hybrid; USD 140,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible PTO

401K

Job summary

Allworth Financial in Houston, TX is seeking an experienced Financial Advisor for an in-person role with the option to work from home. You will lead client relationships, deliver fiduciary financial planning, and collaborate with the Wealth Planning Team to develop customized plans.

The ideal candidate holds CFP or ChFC, is willing to obtain Series 65/66, has at least five years of client-facing wealth management experience, and demonstrates leadership, integrity, and a strong office presence.

Qualifications

• CFP® or ChFC® designation required.
• Must have 5+ years of client-facing wealth management experience.
• Demonstrated ability to operate independently while collaborating effectively within a team.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Responsibilities

• Lead discovery conversations and ongoing relationship management.
• Deliver comprehensive financial planning using Allworth’s 7 Personal Decision Points framework.
• Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
• Maintain accurate client documentation in Allworth’s CRM system.
• Contribute to office leadership, culture, and teamwork.

Skills

Client leadership

Relationship management

Financial planning

Communication

Leadership

Education

CFP designation

ChFC designation

Tools

MoneyGuidePro

Salesforce

Job description

Summary

Allworth Financial, one of the fastest growing RIAs, is seeking an experienced Financial Advisor to join our Houston, TX office. This is a in person role, with the ability to work from home, designed for an advisor who brings professional maturity, sound judgment, and a commitment to building strong client relationships while actively contributing to a high-performing office culture.

Summary

Allworth Financial, one of the fastest growing RIAs, is seeking an experienced Financial Advisor to join our Houston, TX office. This is a in person role, with the ability to work from home, designed for an advisor who brings professional maturity, sound judgment, and a commitment to building strong client relationships while actively contributing to a high-performing office culture.

This position is ideal for an advisor who brings professional maturity, confidence, and sound judgment to their work. The successful candidate will be comfortable taking the lead in client relationships, partnering closely with teammates, and serving as a positive presence within the office. Advisors are supported by Allworth’s brand, resources, and integrated planning platform and are expected to operate with autonomy, accountability, and a leadership mindset.

At Allworth, Advisors Deliver Comprehensive, Fiduciary Financial Planning Without Pressure To Sell Proprietary Products. Advisors Are Supported By a Fully Integrated Platform, Including

• Wealth Planning Team
• Estate Planning Resources
• Associate Advisor Support
• Insurance Planning
• Tax Planning
  
  

Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and client satisfaction.

This is a full-time, exempt position with competitive base salary range $140K-$150K and variable compensation. This is an in-office role with the flexibility to work from home.

Key Responsibilities

Client Leadership & Relationship Management

• Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management.
• Build and sustain long-term client relationships through trust, credibility, and consistent delivery of high-quality advice.
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
  
  

Financial Planning & Advisory Delivery

• Deliver comprehensive financial planning using Allworth’s 7 Personal Decision Points™ framework.
• Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
• Leverage integrated services—including Estate Planning, Insurance Planning, and Tax Planning—to support holistic client outcomes.
• Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.
  
  

Office Leadership & Culture Contribution

• Maintain a strong in-office presence and serve as a collaborative, engaged member of the Houston team.
• Lead by example in professionalism, preparation, and client experience.
• Actively contribute to office culture, collaboration, and shared accountability.
• Support team initiatives, mentoring, and knowledge sharing as appropriate.
  
  

Communication & Documentation

• Communicate planning strategies, recommendations, and investment updates clearly and confidently.
• Maintain accurate documentation and follow-up in Allworth’s CRM system.
• Provide thoughtful feedback to leadership to support continuous improvement.
  
  

Requirements

• CFP® or ChFC® designation required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum five years of client-facing wealth management or financial planning experience.
• Demonstrated ability to operate independently while collaborating effectively within a team.
• Strong leadership presence with the ability to influence, mentor, and model best practices.
• High emotional intelligence, professionalism, and discretion.
• Thrives in an in-office, team-oriented environment.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).
  
  

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company
  
  

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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