Financial Planning Associate — Path to Lead Advisor

Allworthfinancial; Lynnfield (MA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

PTO

Job summary

Allworth Financial is seeking an Associate Advisor to support Financial Advisors and the planning team with high-quality financial planning, client service, and analytical support. This entry-level role builds technical expertise and client-facing skills toward a future Lead Advisor.

You'll gain exposure to investments, retirement planning, tax strategies, and estate planning while collaborating with planning, operations, investment management, and client service teams.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward CFP designation.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced 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 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

Education

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

Progress toward CFP designation

Strong analytical, organizational, and problem-solving skills

Excellent written and verbal communication skills

Ability to manage multiple priorities in a fast-paced 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

Job description

Allworth Financial is seeking an Associate Advisor to support Financial Advisors and the planning team with high-quality financial planning, client service, and analytical support. This entry-level role builds technical expertise and client-facing skills toward a future Lead Advisor.

You'll gain exposure to investments, retirement planning, tax strategies, and estate planning while collaborating with planning, operations, investment management, and client service teams.