Guided Solutions Financial Advisor

Socket.dev; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K with company contributions

Paid time off

Equity Purchase Program

Life insurance

Job summary

Allworth Financial in Dallas is seeking an experienced wealth advisor to manage a high-volume client base and deliver comprehensive financial planning. You will partner with the Wealth Planning Team to implement integrated strategies across estate, insurance, and tax planning, while maintaining fiduciary standards.

The role emphasizes in-office collaboration, data-driven client engagement, and ongoing professional development.

Qualifications

• CFP® or ChFC® designation is a plus but not required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum one to three 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.
• Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
• Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Responsibilities

• Serve as a primary advisor to a high-volume client base, leading discovery conversations and planning discussions.
• Provide ongoing relationship management with sound judgment in complex financial decisions.
• Leverage Allworth tools and platforms to serve a larger client base with personalized service.
• Deliver comprehensive financial planning using Allworth’s framework.
• Collaborate with Wealth Planning Team to develop and present customized plans.
• Integrate Estate, Insurance, and Tax Planning to support holistic outcomes.
• Conduct regular plan reviews to stay aligned with client goals and fiduciary standards.
• Maintain in-office leadership and a collaborative culture.
• Lead by example in professionalism, preparation, and client experience.
• Support team initiatives, mentoring, and knowledge sharing.
• Use CRM-driven cadence to prioritize client engagement based on scoring.
• Maintain high daily activity including calls, meetings, and outreach.
• Adopt new technology and workflows to improve efficiency and client experience.
• Participate in daily huddles and weekly goal-setting sessions.
• Engage with KPI dashboards to track performance.
• Contribute ideas to refine processes and engagement strategies.

Skills

Client leadership

Relationship management

Financial planning

CRM proficiency

Data-driven

Tech-savvy

Mentoring

Team collaboration

Communication

Adaptability

Education

CFP/ChFC designation (preferred)

Series 65 or 66 license

Tools

MoneyGuidePro

Salesforce

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

KEY RESPONSIBILITIES

Client Leadership & Relationship Management

• Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
• Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

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 team.
• Lead by example in professionalism, preparation, and client experience.
• Actively contributes to office culture, collaboration, and shared accountability.
• Support team initiatives, mentoring, and knowledge sharing as appropriate.

Performance & Technology Standards

• Use CRM-driven cadence and prioritization tools to determine which clients to engage, and when, based on an engagement scoring model rather than instinct alone.
• Maintain a high daily activity standard, consistently meeting call, meeting, and outreach expectations required to effectively manage a high-volume book of business.
• Continuously seek out and adopt new technology, tools, and workflows that improve efficiency, scalability, and the client experience.
• Participate actively in daily huddles and weekly goal-setting sessions to align on priorities, share best practices, and track progress.
• Engage with visual management tools, including whiteboards and KPI dashboards, to track individual and team performance against activity and outcome goals.
• Contribute ideas and feedback that help refine team processes, engagement strategies, and the use of technology across the office.

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 is a plus but not required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum one to three 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.
• Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
• Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

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.

Allworth Financial participates in E-Verify.