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Allworth Financial · 6 hours ago

Financial Planner

Dallas, Texas, United States

Full-time

Onsite

Entry, Mid Level

$95K/yr - $110K/yr

2+ years exp

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Financial Planner will support Advisors and the Sales Team by collecting client data, preparing financial plans, and ensuring the accuracy and timeliness of planning documents.

AdviceFinancial ServicesRetirement

H1B Sponsor Likely

Responsibilities

Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information

Review initial planning needs, clarify data requirements, and help organize all relevant client documents

Maintain clear communication with the team regarding case progress and any outstanding data requirements

Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s financial plan

Consolidate, summarize, and verify all information to ensure alignment with the client’s goals

Track case activities and maintain accurate records in Salesforce (or similar CRM)

Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency

Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations

Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information

Adhere to best practices and established timelines to maintain a high standard of service quality

Organize and prepare meeting materials for Advisor-led client presentations

Participate in client meetings when necessary to provide detailed insights or gather additional data

Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps

Qualification

Financial planning softwareFinancial services experienceBachelor's degree in financeSalesforce proficiencyMicrosoft OfficeInterest in CFP®Organizational skillsCommunication skillsAttention to detailProject managementTeam collaboration

Required

Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience)

2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes

Strong organizational skills with meticulous attention to detail and accuracy

Excellent verbal and written communication skills; enjoys collaborative teamwork

Ability to manage multiple projects in a fast-paced, dynamic environment

Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Must be in good compliance standing with all relevant regulations, rules, and internal policies

Preferred

Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred

Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus

Experience with Salesforce or similar CRM is advantageous

Benefits

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

Future growth opportunities within the company

Company

Allworth Financial

Allworth Financial is an investment advisory firm that provides financial and retirement planning education.

Founded in 1993

Folsom, California, USA

201-500 employees

https://allworthfinancial.com

H1B Sponsorship

Allworth Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2022 (1)