Associate Advisor

SUMMARY:

The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model.

As an Associate Advisor, you will support the end-to-end planning process — from preparing and refining financial plans, to conducting research and case analysis, to participating in client meetings and follow-up. You will collaborate across departments, develop a strong understanding of our integrated service model, and play an important role in ensuring clients feel informed, cared for, and confident in their financial future.

This is an in-office position. The role includes structured professional development and support in pursuing the CFP® designation as part of your long-term career path within Allworth.

DUTIES AND RESPONSIBILITIES:

• Shadows Financial Advisor future and existing client appointments to gain valuable training.
• Creates and helps implement financial plans for existing clients.
• Performs various tasks and research relating to casework for our clients.
• Assists with future and existing client communication
• Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.
• Attends company events, including workshops and seminars.
• Takes appropriate steps to obtain the CFP® designation.

QUALIFICATIONS:

• BS/BA in Business Finance, Economics, or related field
• Has obtained their 65, 7/66 or ChFC
• In pursuit of CFP® designation
• Self-starter, with the ability to work independently
• Strong communication, teamwork, and relationship-building skills
• Demonstrates ability to learn related financial and office programs and systems