About Allworth Financial
Allworth Financial (www.allworthfinancial.com) 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 AllworthFinancial.com.
SUMMARY
The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.
KEY RESPONSIBILITIES
- Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
- Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
- Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
- Prepare client-facing materials, meeting summaries, and plan updates
- Assist with ongoing client communication and service requests in a timely, professional manner
- Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
- Gain exposure to Allworth Financial’s full business model through cross-functional learning and shadowing opportunities
- Attend firm-sponsored meetings, workshops, and training sessions
- Actively pursue professional development, including progress toward CFP® certification
REQUIREMENTS & QUALIFICATIONS
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Progress toward or strong interest in obtaining the CFP® designation
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, client-focused environment
- Demonstrated initiative, curiosity, and desire to grow as a financial advisor
- Ability to work both independently and collaboratively within a team
- Proficiency or ability to quickly learn financial planning software and internal systems
PHYSICAL REQUIREMENTS
- Prolonged periods of sitting and working at a computer
- Ability to attend in-person meetings and events as required
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Pay range of $65k -90k plus 10% bonus
BENEFITS
We value our associates’ 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 MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K 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 (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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Skills Required
- Bachelor's degree in Finance, Economics, Business, or a related field
- Progress toward or strong interest in obtaining the CFP® designation
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, client-focused environment
- Demonstrated initiative, curiosity, and desire to grow as a financial advisor
- Ability to work independently and collaboratively within a team
- Proficiency or ability to quickly learn financial planning software and internal systems
Allworth Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allworth Financial and has not been reviewed or approved by Allworth Financial.
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Healthcare Strength — Medical, dental, and vision coverage is clearly defined with named carriers and plan types, plus optional supplemental benefits. Tax-advantaged options (HSA with an employer contribution and FSAs) add practical healthcare flexibility.
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Retirement Support — Retirement support is positioned as a meaningful part of the package through “generous 401(k) contributions” and an employer match being referenced. This indicates a structured retirement benefit that can materially add to total rewards for eligible employees.
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Leave & Time Off Breadth — Time-off benefits include flexible/unlimited PTO for exempt staff and a defined PTO allotment for non-exempt staff, alongside a set slate of paid holidays. This provides multiple pathways for paid time away, though eligibility depends on role classification.
Allworth Financial Insights
What We Do
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. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
