Junior Financial Planner & Client Advisor

Allworth Financial; Lynnfield (DE); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K

Paid time off

Holidays

Job summary

Allworth Financial is seeking an Associate Advisor to support Financial Advisors in building detailed financial plans and delivering high-quality client service. You will gain exposure to retirement planning, investments, tax strategies, and estate planning while collaborating with the planning team.

This early-career role emphasizes hands-on learning, client-facing activities, and ongoing professional development toward CFP certification within a supportive, collaborative environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Progress toward CFP designation or strong interest in obtaining CFP designation.
• 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 and desire to grow as a financial advisor.
• Ability to work independently and in a team.
• Proficiency or ability to learn financial planning software quickly.

Responsibilities

• Support Financial Advisors in preparing, developing, and implementing comprehensive financial plans for clients.
• Shadow client meetings and progressively contribute to discussions and follow-ups.
• Conduct financial analysis and research related to investments, retirement, tax, estate planning, and risk management.
• Prepare client-facing materials, meeting summaries, and plan updates.
• Assist with ongoing client communication and service requests professionally.

Skills

Analytical skills

Organizational skills

Excellent written/verbal communication

Client-facing skills

Team collaboration

Initiative/curiosity

Education

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

Progress toward CFP designation

Tools

Financial planning software

Internal systems

Job description

Allworth Financial is seeking an Associate Advisor to support Financial Advisors in building detailed financial plans and delivering high-quality client service. You will gain exposure to retirement planning, investments, tax strategies, and estate planning while collaborating with the planning team.

This early-career role emphasizes hands-on learning, client-facing activities, and ongoing professional development toward CFP certification within a supportive, collaborative environment.