Senior Associate Advisor: Path to Financial Advisor

Allworth Financial; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off and holidays

Job summary

Allworth Financial is seeking a high-performing Senior Associate Advisor to bridge the gap between Associate Advisor and Financial Advisor. You will own a defined set of client relationships and provide fiduciary financial planning while maintaining strong client experience.

This role emphasizes progression toward full advisory responsibility within ~12–18 months, with coaching and mentorship and opportunities to contribute to succession planning, client continuity, and planning excellence

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP certification progress toward or completion strongly preferred.
• Series 7 license preferred.
• 3+ years of experience in financial planning, wealth management, or related role.
• Strong communication, relationship-building, and interpersonal skills.
• Ability to balance multiple client relationships and priorities in a fast-paced environment.
• Mastery of financial planning tools and CRM systems such as Salesforce, MoneyGuidePro, and Aperio.

Responsibilities

• Lead client relationships and deliver fiduciary financial planning.
• Partner with Wealth Planning Team to develop holistic recommendations.
• Communicate planning strategies and investment updates clearly and confidently.
• Ensure plans remain aligned with client goals and are monitored regularly.
• Mentor Associate Advisors and contribute to a collaborative team environment.

Skills

Client relationship management

Financial planning

Communication

Multi-tasking

Mentoring

Education

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

CFP certification preferred

Series 7 preferred

Tools

Salesforce

MoneyGuidePro

Aperio

Job description

Allworth Financial is seeking a high-performing Senior Associate Advisor to bridge the gap between Associate Advisor and Financial Advisor. You will own a defined set of client relationships and provide fiduciary financial planning while maintaining strong client experience.

This role emphasizes progression toward full advisory responsibility within ~12–18 months, with coaching and mentorship and opportunities to contribute to succession planning, client continuity, and planning excellence