Financial Advisor

About Allworth Financial

Allworth Financial (  ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at

Allworth Financial, one of the fastest growing RIAs, is seeking an experienced Financial Advisor to join our Kennesaw, GA office. This is a in person role, with the ability to work from home, designed for an advisor who brings professional maturity, sound judgment, and a commitment to building strong client relationships while actively contributing to a high-performing office culture.

This position is ideal for an advisor who also brings professional confidence to their work. The successful candidate will be comfortable taking the lead in client relationships, partnering closely with teammates, and serving as a positive presence within the office. Advisors are supported by Allworth’s brand, resources, and integrated planning platform and are expected to operate with autonomy, accountability, and a leadership mindset.

At Allworth, advisors deliver comprehensive, fiduciary financial planning without pressure to sell proprietary products. Advisors are supported by a fully integrated platform, including:

• Wealth Planning Team
• Insurance Planning
• Tax Planning

Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and client satisfaction.

This is a full-time, exempt position with competitive base salary range and variable compensation. This is an in-office role with the flexibility to work from home.

Client Leadership & Relationship Management

• Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management.
• Build and sustain long-term client relationships through trust, credibility, and consistent delivery of high-quality advice.
• 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, customized financial plans.
• Leverage integrated services—including Estate Planning, Insurance Planning, and Tax Planning to support holistic client outcomes.
• Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.
• Maintain a strong in-office presence and serve as a collaborative, engaged member of the Houston team.
• Lead by example in professionalism, preparation, and client experience.
• Actively contribute to office culture, collaboration, and shared accountability.
• Support team initiatives, mentoring, and knowledge sharing as appropriate.

Communication & Documentation

• Communicate planning strategies, recommendations, and investment updates clearly and confidently.
• Maintain accurate documentation and follow-up in Allworth’s CRM system.
• Provide thoughtful feedback to leadership to support continuous…