Associate Advisor at Allworth Financial

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Feb, 26

Salary

90000.0

Posted On

22 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Communication, Research Skills, Teamwork, Relationship Building, Self-Starter, Learning Agility

Industry

Financial Services

Description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. 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 with a salary range of $70,000–$90,000 annually, commensurate with experience. 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 BENEFITS 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 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.

Responsibilities

The Associate Advisor supports the end-to-end planning process, including preparing financial plans and participating in client meetings. This role involves collaboration across departments to ensure clients feel informed and confident in their financial future.