Financial Planning Associate | Path to Lead Advisor

Allworth Airline Advisors (Formerly RAA); Lynnfield (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Paid time off

Holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking an Associate Advisor in Lynnfield, MA to support financial planners with client service, planning and analysis. This early-career role offers hands-on development toward CFP certification and a long-term path to Lead Advisor.

You will help prepare financial plans, attend client meetings, perform investment and retirement analyses, and coordinate with planning, operations, and client service teams to deliver a seamless experience.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Progress toward CFP designation or strong interest.
• 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 independently and collaboratively within a team.
• Proficiency or ability to quickly learn financial planning software and internal systems.

Responsibilities

• Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
• Participate in client meetings by shadowing and, over time, actively 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 (planning, operations, investment management, and client service) to deliver a seamless client experience
• Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities
• 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

Teamwork

Self-motivation

Learning ability

Education

Bachelor’s degree in Finance/Economics/Business

CFP designation in progress

Tools

Financial planning software

Job description

Allworth Financial is seeking an Associate Advisor in Lynnfield, MA to support financial planners with client service, planning and analysis. This early-career role offers hands-on development toward CFP certification and a long-term path to Lead Advisor.

You will help prepare financial plans, attend client meetings, perform investment and retirement analyses, and coordinate with planning, operations, and client service teams to deliver a seamless experience.