Allworth Financial · 8 hours ago
Associate Advisor
Walnut Creek, CA
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $90K/yrAllworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Associate Advisor plays a critical role in supporting Financial Advisors by delivering high-quality financial planning and client service, while building technical expertise and client-facing skills with a long-term path toward becoming a Lead Advisor.
AdviceFinancial ServicesRetirement
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
Qualification
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 both independently and collaboratively within a team
Proficiency or ability to quickly learn financial planning software and internal 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
201-500 employees
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)
Funding
Current Stage
Growth StageLeadership Team
Pat McClain
Co-Founder and CEO
Sandeep M.
Chief Technology Officer
Recent News
2025-10-09
Company data provided by crunchbase