Tech-Driven Wealth Advisor for High-Volume Clients

Allworth Financial; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Allworth Financial is seeking an in-office Wealth Advisor to manage a high-volume client base, conducting discovery conversations, planning discussions, and ongoing relationship management. You will guide clients through complex financial decisions with a data-driven, technology-forward approach using Allworth tools.

The role emphasizes collaboration with the Wealth Planning Team to develop personalized financial plans, while maintaining strong fiduciary standards and client experience.

Qualifications

• Minimum one to three years of client-facing wealth management or financial planning experience.
• Must be able to operate independently while collaborating effectively within a team.
• Strong leadership presence with the ability to influence, mentor, and model best practices.
• Embraces a data-driven, technology-forward approach to client engagement and daily activity management.

Responsibilities

• Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
• Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.
• Deliver comprehensive financial planning using Allworth’s framework.
• Partner with Wealth Planning Team to develop and present customized financial plans.
• Lead by example in professionalism, preparation, and client experience.

Skills

Relationship management

Leadership

CRM tools

Data-driven approach

Organizational skills

Tools

CRM system

Job description

Allworth Financial is seeking an in-office Wealth Advisor to manage a high-volume client base, conducting discovery conversations, planning discussions, and ongoing relationship management. You will guide clients through complex financial decisions with a data-driven, technology-forward approach using Allworth tools.

The role emphasizes collaboration with the Wealth Planning Team to develop personalized financial plans, while maintaining strong fiduciary standards and client experience.