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.

The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.

• →Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
• →Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
• →Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
• →Prepare client-facing materials, meeting summaries, and plan updates
• →Assist with ongoing client communication and service requests in a timely, professional manner
• →Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
• →Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities
• →Attend firm-sponsored meetings, workshops, and training sessions
• →Actively pursue professional development, including progress toward CFP® certification

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Progress toward or strong interest in obtaining the CFP® designation
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment
• Demonstrated initiative, curiosity, and desire to grow as a financial advisor
• Ability to work both independently and collaboratively within a team
• Proficiency or ability to quickly learn financial planning software and internal systems

• Prolonged periods of sitting and working at a computer
• Ability to attend in-person meetings and events as required

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Pay range of $65k -90k plus 10% bonus