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Associate Advisor: CFP‑Track Financial Planner

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Dallas is seeking an Associate Advisor to support Financial Advisors in delivering exceptional client service. This role involves preparing financial plans, conducting research, and gaining exposure to Allworth’s operations. Candidates should have a BS/BA in Finance or related fields, experience in financial certifications, and strong communication skills. This in-office position offers a salary range of $70,000–$90,000 annually and comprehensive benefits.
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Position Requirements
10+ Years work experience
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