Wealth Planning Associate — CFP Path & Growth

Allworth Financial; Dallas (TX); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical Insurance

Dental Insurance

Vision Insurance

401K

Paid time off

Resumo da oferta

Allworth Financial in Dallas, TX is seeking an Associate Advisor to join our centralized planning team. You will support financial planning, case analysis, and client meetings, working toward CFP designation and developing deep planning expertise.

In this in-office role, you will collaborate across departments, gain hands-on exposure to our operating model, and receive structured professional development and a clear career path toward lead advisor responsibilities.

Qualificações

• Bachelor’s degree in Business Finance, Economics, or related field.
• Pursuit or attainment of CFP designation.
• Strong communication and teamwork skills.
• Ability to learn financial software and systems.

Responsabilidades

• Shadow and support Financial Advisor client appointments.
• Create and help implement financial plans for clients.
• Conduct research and case analyses for plans.
• Assist with client communication and meetings.

Conhecimentos

Communication

Teamwork

Relationship-building

Self-starter

Formação académica

BS/BA in Business Finance/Economics/related

Ferramentas

CFP designation path

Descrição da oferta de emprego

Allworth Financial in Dallas, TX is seeking an Associate Advisor to join our centralized planning team. You will support financial planning, case analysis, and client meetings, working toward CFP designation and developing deep planning expertise.

In this in-office role, you will collaborate across departments, gain hands-on exposure to our operating model, and receive structured professional development and a clear career path toward lead advisor responsibilities.