Allworth Financial

HQ
Addison
Total Offices: 15
196 Total Employees
Year Founded: 1993

Allworth Financial Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers company equity

Offers performance bonuses

Offers employee stock purchase plan

Offers employee discounts

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

Company Culture

Utilizes a flexible work schedule

Offers a remote work program

Provides free snacks and drinks

Offers diversity-based Employee Resource Groups

2 Days AgoSaved
In-Office
Dallas, TX, USA
Financial Services
Supports Financial Advisors by preparing and implementing financial plans, conducting client case research, participating in client meetings, managing follow-up communications, and learning Allworth’s integrated operating model. The role offers structured development toward becoming a lead advisor and support for pursuing the CFP designation. Responsibilities also include shadowing advisors and departments, attending workshops and seminars, and building technical planning and client relationship skills.
8 Days AgoSaved
In-Office
Atlanta, GA, USA
Financial Services
Manages a portfolio of client relationships, leads fiduciary financial planning conversations, prepares and implements comprehensive financial plans, and delivers ongoing advisory service. The role involves coordinating with tax, estate, insurance, and wealth planning specialists; identifying relationship growth opportunities; supporting client transitions; and mentoring Associate Advisors. It is designed as a progression toward Financial Advisor within approximately 12–18 months.
8 Days AgoSaved
In-Office
Atlanta, GA, USA
Financial Services
Supports Financial Advisors with financial planning, client case research, plan implementation, client communications, meeting participation, and cross-department learning. The role offers structured development toward becoming a lead advisor and pursuing the CFP designation. Responsibilities include preparing financial plans, supporting existing clients, attending workshops and seminars, and developing expertise in Allworth Financial’s integrated wealth-planning model.