Senior Associate Advisor: Path to Financial Advisor

Allworth Airline Advisors (Formerly RAA); Dallas (TX); In loco; USD 85.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off

Descrizione del lavoro

Allworth Financial is seeking a high-performing Senior Associate Advisor to bridge Associate Advisor and Financial Advisor roles. You will own select client relationships, lead planning conversations, and deliver fiduciary financial planning with coaching support.

This role targets progression to Financial Advisor within ~12–18 months and emphasizes client experience and readiness for independent advisory responsibilities.

Competenze

• Bachelor's degree in Finance, Economics, Business, or related field.
• Progress toward or completion of CFP certification strongly preferred.
• Series 7 license preferred.
• 3+ years of experience in financial planning, wealth management, or 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.

Mansioni

• Client Relationship Management (40–50%): Manage a defined set (typically 50+ client relationships) of client relationships, typically within the firm’s core client segment
• Serve as a primary point of contact for assigned clients, ensuring responsiveness, follow-through, and continuity
• Lead client meetings, including annual reviews and planning discussions, with appropriate coaching support as needed
• Maintain a forward-looking view of each relationship, proactively identifying needs, risks, and opportunities
• Ensure all client interactions reflect Allworth’s fiduciary standard of care and client-first philosophy
• Financial Planning & Advisory Delivery (30–40%): Prepare, deliver, and implement comprehensive financial plans using Allworth’s planning framework
• Partner with the Wealth Planning Team and internal specialists (tax, estate, insurance) to develop holistic recommendations
• Communicate planning strategies, investment updates, and recommendations clearly and confidently
• Ensure plans remain aligned with client goals through ongoing monitoring and updates; apply sound judgment in decision-making and appropriately engage additional expertise when needed
• Relationship Growth & Continuity (10–20%): Deepen existing client relationships through proactive engagement, trust-building, and consistent service
• Demonstrate the ability to identify and act on opportunities to expand wallet share, deepen relationships, and increase client value over time
• Support retention by ensuring a seamless, reliable client experience over time
• Contribute to relationship transition efforts when clients are reassigned or onboarded
• Advisor Development & Team Contribution (10–15%): Continue to build advisory capability through coaching, feedback, and real-time client experience
• Partner with Financial Advisors on complex cases, client strategy, and meeting preparation as needed
• Provide guidance and informal mentorship to Associate Advisors
• Contribute to a collaborative team environment and support broader firm initiatives

Conoscenze

Client relationship management

Financial planning delivery

Communication skills

Interpersonal skills

Multitasking

Professionalism and accountability

Formazione

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

CFP certification (progress toward or completion strongly preferred)

Series 7 license preferred

Strumenti

Salesforce CRM

MoneyGuidePro

Aperio platform

Proposal generation and delivery

Descrizione del lavoro

Allworth Financial is seeking a high-performing Senior Associate Advisor to bridge Associate Advisor and Financial Advisor roles. You will own select client relationships, lead planning conversations, and deliver fiduciary financial planning with coaching support.

This role targets progression to Financial Advisor within ~12–18 months and emphasizes client experience and readiness for independent advisory responsibilities.