Financial Planning Associate — CFP Path & Growth

Allworth Financial; Atlanta (GA); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401K plan

Paid time off

Resumo da oferta

Allworth Financial, in-office role in Atlanta, seeks an Associate Advisor to join our centralized planning team. You will partner with Financial Advisors to deliver exceptional service and advice for on-plan asset management clients, with a clear pathway to lead advisor and deeper planning expertise.

You will support end-to-end planning—from preparing and refining plans to researching cases and participating in client meetings—collaborating across departments and learning our integrated service

Qualificações

• Bachelor's degree in finance, economics, or related field
• Pursuing CFP designation
• Pursuit of CFP and related credentials to advance as advisor

Responsabilidades

• Shadow Financial Advisor to gain training and exposure
• Create and help implement financial plans for clients
• Perform research and case analysis for client scenarios
• Assist with client communications and follow-ups
• Shadow other departments to understand Allworth's business model
• Attend company events and workshops
• Pursue CFP designation as part of career path

Conhecimentos

Communication skills

Teamwork

Relationship-building

Formação académica

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

CFP designation in pursuit

CFP/65/7/66 or ChFC credentials

Descrição da oferta de emprego

Allworth Financial, in-office role in Atlanta, seeks an Associate Advisor to join our centralized planning team. You will partner with Financial Advisors to deliver exceptional service and advice for on-plan asset management clients, with a clear pathway to lead advisor and deeper planning expertise.

You will support end-to-end planning—from preparing and refining plans to researching cases and participating in client meetings—collaborating across departments and learning our integrated service