Financial Advisor

📋 Description

• Take ownership of a small, transitioned group of existing client relationships and ensure a
• Actively engage new leads and prospective clients, conducting discovery conversations and building
• Grow and manage a balanced pipeline that includes both transitioned clients and newly acquired
• Demonstrate accountability for relationship development, retention, and growth
• 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 tailored

🎯 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 three years of client-facing financial planning or wealth management experience
• Demonstrated success or strong aptitude in business development, lead conversion, and relationship
• Confident communicator with the ability to build trust quickly in an in-office environment
• Self-motivated, proactive, and comfortable being accountable for growth outcomes

🎁 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