Financial Advisor

📋 Description

• Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and
• Build and sustain long-term client relationships through trust, credibility, and consistent
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
• Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework.
• Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful
• Leverage integrated services—including Estate Planning, Insurance Planning, and Tax Planning—to

🎯 Requirements

• CFP® or ChFC® designation required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum five years of client-facing wealth management or financial planning experience.
• Demonstrated ability to operate independently while collaborating effectively within a team.
• Strong leadership presence with the ability to influence, mentor, and model best practices.
• High emotional intelligence, professionalism, and discretion.

🎁 Benefits

• 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