Senior Financial Advisor — Hybrid, Equity Program

Allworth Financial; Kennesaw, Northern (GA, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial in Kennesaw, GA is seeking an experienced Financial Advisor to join our in-person office with the ability to work from home. You will lead client relationships, deliver comprehensive fiduciary financial planning, and collaborate with the Wealth Planning Team to create personalized plans.

Ideal candidates bring 5+ years in wealth management, Series 65/66 (or willingness to obtain), and a leadership mindset.

Qualifications

• Minimum five years of client-facing wealth management or financial planning experience.
• Must have or be willing to obtain Series 65 or 66.
• Ability to operate independently while collaborating within a team.
• Strong leadership presence with the ability to mentor others.
• High emotional intelligence, professionalism, and discretion.

Responsibilities

• Serve as a primary advisor to clients, leading discovery conversations and planning discussions.
• Develop and present thoughtful, customized financial plans with the Wealth Planning Team.
• Maintain ongoing client relationships and ensure fiduciary standards are met.
• Lead by example in professionalism, preparation, and client experience.
• Collaborate with teammates to support office culture and knowledge sharing.

Tools

MoneyGuidePro

Salesforce

Job description

Allworth Financial in Kennesaw, GA is seeking an experienced Financial Advisor to join our in-person office with the ability to work from home. You will lead client relationships, deliver comprehensive fiduciary financial planning, and collaborate with the Wealth Planning Team to create personalized plans.

Ideal candidates bring 5+ years in wealth management, Series 65/66 (or willingness to obtain), and a leadership mindset.