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Allworth Financial · 5 hours ago

Associate Advisor

Saint Louis, Missouri, United States

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $90K/yr

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Associate Advisor plays a key role on the centralized planning team, partnering closely with Financial Advisors to deliver exceptional service and advice to clients.

AdviceFinancial ServicesRetirement

H1B Sponsor Likely

Responsibilities

Shadows Financial Advisor future and existing client appointments to gain valuable training

Creates and helps implement financial plans for existing clients

Performs various tasks and research relating to casework for our clients

Assists with future and existing client communication

Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions

Attends company events, including workshops and seminars

Takes appropriate steps to obtain the CFP® designation

Qualification

CFP® designationFinancial planningBusiness FinanceEconomicsCommunicationTeamworkRelationship-buildingSelf-starter

Required

BS/BA in Business Finance, Economics, or related field

Has obtained their 65, 7/66 or ChFC

In pursuit of CFP® designation

Self-starter, with the ability to work independently

Strong communication, teamwork, and relationship-building skills

Demonstrates ability to learn related financial and office programs and systems

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)