Senior Associate Advisor

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

Allworth Financial is seeking a high-performing, growth-oriented Senior Associate Advisor to step into a critical transitional role within our advisor career path. This role is designed as a bridge between Associate Advisor and Financial Advisor, providing the opportunity to take ownership of client relationships while continuing to develop the skills required to become a fully independent advisor.

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• →Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• →Dental insurance with MetLife
• →Vision insurance with VSP
• →Optional supplemental benefits
• →Healthcare savings accounts with company contribution
• →Flexible spending accounts
• →Flexible working arrangements
• →Generous 401K contributions 
• →Exempt associates qualify for our flexible paid time off policy
• →Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• →11 Paid Holidays
• →Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• →Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.