Job Description
Job Description
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 Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
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 Financials planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.
Responsibilities:
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Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
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Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
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Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
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Prepare client-facing materials, meeting summaries, and plan updates
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Assist with ongoing client communication and service requests in a timely, professional manner
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Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
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Gain exposure to Allworth Financials full business model through cross-functional learning and shadowing opportunities
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Attend firm-sponsored meetings, workshops, and training sessions
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Actively pursue professional development, including progress toward CFP certification
Qualifications:
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Bachelors degree in Finance, Economics, Business, or a related field
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Progress toward or strong interest in obtaining the CFP designation
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Strong analytical, organizational, and problem-solving skills
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Excellent written and verbal communication skills
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Ability to manage multiple priorities in a fast-paced, client-focused environment
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Demonstrated initiative, curiosity, and desire to grow as a financial advisor
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Ability to work both independently and collaboratively within a team
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Proficiency or ability to quickly learn financial planning software and internal systems
Equal Opportunity Employer
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner while connecting talented professionals with opportunities to grow their careers.