Senior Associate Advisor

📋 Description

• Manage a defined set (typically 50+ client relationships) of client relationships, typically within
• Serve as a primary point of contact for assigned clients, ensuring responsiveness, follow-through
• Lead client meetings, including annual reviews and planning discussions, with appropriate coaching
• Maintain a forward-looking view of each relationship, proactively identifying needs, risks, and
• Ensure all client interactions reflect Allworth’s fiduciary standard of care and client-first
• Prepare, deliver, and implement comprehensive financial plans using Allworth’s planning framework

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Progress toward or completion of CFP® certification strongly preferred
• Series 7 preferred
• 3+ years of experience in financial planning, wealth management, or a related role
• Demonstrated ability to manage client interactions and contribute to financial planning delivery
• Strong communication, relationship-building, and interpersonal skills

🎁 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