Junior Financial Planner & Client Advisor

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

Benefits offered by this job

Medical/dental/vision insurance

401K with company matching

Flexible work arrangements

Paid time off

Job summary

Allworth Financial is seeking an Associate Advisor in a early-career role in Norwood, MA. You will support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support.

You’ll build technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy with a long-term path toward becoming a Lead Advisor.

Qualifications

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

Responsibilities

• Support Financial Advisors in creating comprehensive financial plans for clients.
• Shadow client meetings and progressively contribute to discussions and follow-ups.
• Conduct financial analysis, research, and casework on investments, retirement, taxes, estate planning, and risk management.
• Prepare client-facing materials, meeting summaries, and plan updates.
• Assist with ongoing client communications and service requests professionally.
• Collaborate with planning, operations, investment management, and client service teams to deliver a seamless client experience.
• Gain exposure to Allworth Financial’s business model through cross-functional learning and shadowing.
• Attend firm-sponsored meetings, workshops, and training sessions.
• Pursue CFP certification progress as part of professional development.

Skills

Financial analysis

Client service

Communication

Prioritization

Team collaboration

Problem-solving

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Financial planning software

Internal systems

Job description

Allworth Financial is seeking an Associate Advisor in a early-career role in Norwood, MA. You will support Financial Advisors and the planning team by delivering high-quality financial planning, client service, and analytical support.

You’ll build technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy with a long-term path toward becoming a Lead Advisor.