Allworth Financial (www.allworthfinancial.com) 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 Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
The primary responsibility of the position is to support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team.
This is a remote or hybrid position with the flexibility to work in our Folsom, CA office or in our Addison, TX office.
This is a full-time, exempt, hybrid position and has the flexibility to work in one of our Folsom, CA or Addison, Texas offices.
The base salary range is $100,00-$110,000
DUTIES AND RESPONSIBILITIES:
- Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses
- Prepare transaction due diligence packages for Board approval of the transaction
- Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings
- Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities
- Manage diligence data room to ensure timely review of data provided by potential partners
- Support post-merger tracking to ensure deal value is realized
- Monitor and report to senior leadership on the status of corporate development opportunities being pursued
- Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work
- Perform ad-hoc financial and operational analysis and reports as required
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Business, or related field required
- 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst
- Experience working with private equity-backed firms a plus
- Process-oriented and highly organized, with excellent attention to detail
- Strong analytical and problem-solving skills with high attention to detail
- Excellent verbal and writing communication skills
- Strong interpersonal and organization skills
- Advanced Excel and PowerPoint skills
- Familiarity with AI tools (e.g., Claude, ChatGPT)
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, Accounting, Business, or related field
- 2+ years professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar financial/data analyst role
- Experience working with private equity-backed firms
- Process-oriented and highly organized, with excellent attention to detail
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Strong interpersonal and organizational skills
- Advanced Excel skills
- Advanced PowerPoint skills
- Familiarity with AI tools (e.g., Claude, ChatGPT)
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.
