Guided Solutions Financial Advisor

📋 Description

• Serve as primary advisor to a high-volume client base, leading discovery conversations, planning
• Guide clients through complex financial decisions with sound judgment.
• Use Allworth tools and platforms to engage more clients while maintaining personalization.

🎯 Requirements

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

🎁 Benefits

• Competitive base pay and an extensive benefits package, including:
• Medical, dental, vision insurance options.
• 401K contributions and flexible spending accounts.
• Flexible working arrangements.
• Option to participate in Equity Purchase Program (Contract, intern, and part-time employees are not
• Future growth opportunities within the company.