Associate Advisor

Allworth Financial () is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. We deliver both long‑term and short‑term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Founded in 1993 in Sacramento, California, Allworth is a fee‑based, employee‑centric fiduciary that prides itself on client well‑being and education. The business is a multi‑billion‑dollar firm on track for continued growth through both acquisitions and strong organic growth. Allworth was recognized as a Barron’s Top 40 RIA in 2024.

The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on‑plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client‑facing skills, and gain hands‑on exposure to the full Allworth operating model.

This is an in‑office position with a salary range of $70,000–$90,000 annually, commensurate with experience. The role includes structured professional development and support in pursuing the CFP® designation as part of your long‑term career path within Allworth.

• Shadow Financial Advisor future and existing client appointments to gain valuable training.
• Create and help implement financial plans for existing clients.
• Perform various tasks and research relating to casework for our clients.
• Assist with future and existing client communication.
• Shadow various departments of Allworth Financial to obtain knowledge of how our business model functions.
• Attend company events, including workshops and seminars.
• Takes appropriate steps to obtain the CFP® designation.

• BS/BA in Business, Finance, Economics, or related field.
• Has obtained permission to hold a 65, 7/66, or ChFC (instructions unclear, but we keep as given).
• In pursuit of CFP® designation.
• Self‑starter, with the ability to work independently.
• Strong communication, teamwork, and relationship‑building skills.
• Demonstrates ability to learn related financial and office programs and systems.

We value your time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical:
  Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with Met Life.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare Savings Accounts with company contribution.
• Flexible Spending Accounts.
• Flexible working arrangements.
• Generous 401(k) contributions.
• Exempt associates qualify for our flexible paid time off policy.
• Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment.
• 11 Paid Holidays.
• Option to participate in our Equity Purchase Program.
• Future growth opportunities within the company.

Allworth Financial is an equal‑opportunity employer. As set forth in our Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.