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

12 Hours AgoSaved
In-Office
4 Locations
Financial Services
Support advisors by gathering and entering client financial data, coordinating with integrated service teams, preparing proposals and comprehensive financial plans using planning software, maintaining records in CRM, and organizing materials for advisor-led client meetings.
12 Hours AgoSaved
In-Office
Dallas, TX, USA
Financial Services
Serve as primary advisor for a high-volume client base delivering comprehensive financial planning using Allworth's framework. Lead discovery, present customized plans, coordinate estate/insurance/tax services, maintain CRM documentation, meet high daily activity standards, mentor teammates, and support office culture while adopting technology to scale client engagement.
12 Hours AgoSaved
In-Office
Dallas, TX, USA
Financial Services
Serve as a primary advisor managing a high-volume client book, delivering comprehensive financial plans using Allworth's framework, collaborating with planning teams, leveraging CRM and planning tools, maintaining in-office leadership presence, meeting activity and KPI targets, and supporting office culture and continuous process improvement.