Allworth Financial

HQ
Addison
Total Offices: 15
196 Total Employees
Year Founded: 1993
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Allworth Financial Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

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

Recently posted jobs

See all jobs at Allworth Financial
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Allworth Financial

Associate Advisor

3 Days AgoSaved
In-Office
Lynnfield, MA, USA
Financial Services
Supports Financial Advisors with comprehensive financial plans, investment and retirement analysis, tax and estate planning research, client materials, meeting participation, follow-up, and service requests. Collaborates across planning, operations, investment management, and client service teams while developing advisory expertise through training and shadowing. The role is intended for an early-career professional pursuing CFP® certification and progressing toward a Lead Advisor position.
Allworth Financial Logo
Allworth Financial

Client Onboarding Specialist

6 Days AgoSaved
In-Office
5 Locations
Financial Services
Supports new-client onboarding for investment advisory accounts by preparing documents, coordinating account opening and funding, entering CRM data, resolving client roadblocks, and maintaining relationships with clients, advisors, sales representatives, custodial partners, and other stakeholders. The role also supports CRM and process enhancements and serves as a knowledge resource for program rules, systems, and priorities.
Allworth Financial Logo
Allworth Financial

Performance Marketing Manager

10 Days AgoSaved
In-Office
Dallas, TX, USA
Financial Services
Owns the execution, monitoring, optimization, tracking, and reporting of paid acquisition campaigns across search, paid social, and programmatic channels. Partners with media agencies, creative, and analytics teams to improve campaign efficiency, resolve tracking issues, interpret performance data, and support integrated funnel marketing. The role requires hands-on platform expertise, strong analytical judgment, attention to detail, and effective cross-functional collaboration.
see all jobs at Allworth Financial