Senior Associate Advisor: Client-Focused Financial Planner

Allworth Financial; Dallas (TX); Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off and holidays

Equity Purchase Program (eligible)

Educational and professional growth

Zusammenfassung

Allworth Financial is seeking a high-performing Senior Associate Advisor in Dallas to bridge from Associate Advisor to Financial Advisor. You will own client relationships, deliver fiduciary financial planning, and develop readiness for independent advisory responsibility.

You will lead planning conversations, collaborate with tax, estate, and insurance experts, and coach Associate Advisors while maintaining exceptional client experience. This role offers growth within a growing firm.

Qualifikationen

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward or completion of CFP certification strongly preferred.
• Series 7 preferred.
• 3+ years of experience in financial planning, wealth management, or a related role.
• Demonstrated ability to manage client interactions and contribute to financial planning delivery.
• Strong communication, relationship-building, and interpersonal skills.
• Ability to balance multiple client relationships and priorities in a fast-paced environment.
• High level of professionalism, accountability, and attention to detail.
• Mastery of financial planning tools and CRM systems: Salesforce, MoneyGuidePro, Proposal generation and delivery, Firm sales and client engagement processes, Aperio platform (as applicable).

Aufgaben

• Client Relationship Management: Manage a defined set of client relationships with fiduciary standard of care.
• Financial Planning & Advisory Delivery: Lead planning conversations and deliver comprehensive financial plans.
• Relationship Growth & Continuity: Build and maintain strong client relationships for ongoing engagement.
• Advisor Development & Team Contribution: Coach Associate Advisors and contribute to firm initiatives.
• Collaborate with Wealth Planning Team and internal specialists to develop holistic recommendations.
• Communicate planning strategies and investment updates clearly and confidently.

Kenntnisse

Client relationship management

Financial planning

Communication skills

Attention to detail

Multitasking

Ausbildung

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

CFP certification/substantial progress preferred

Series 7 license preferred

Tools

Salesforce CRM

MoneyGuidePro

Aperio platform

Jobbeschreibung

Allworth Financial is seeking a high-performing Senior Associate Advisor in Dallas to bridge from Associate Advisor to Financial Advisor. You will own client relationships, deliver fiduciary financial planning, and develop readiness for independent advisory responsibility.

You will lead planning conversations, collaborate with tax, estate, and insurance experts, and coach Associate Advisors while maintaining exceptional client experience. This role offers growth within a growing firm.