Financial Advisor at AllworthFinancial

📋 Description

• Own a small group of transitioned clients (~$50M AUM).
• Engage new leads; conduct discovery; build trust.
• Grow a balanced pipeline of existing and new clients.
• Deliver financial planning using Allworth’s framework.
• Collaborate with Wealth Planning Team and Advisors.

🎯 Requirements

• CFP® or ChFC® designation required.
• Must have or obtain Series 65 or 66.
• Minimum 3 years of client-facing financial planning.
• Proven business development and growth mindset.
• Confident communicator in in-office setting.
• Proficiency with MoneyGuidePro and Salesforce.

🎁 Benefits

• Competitive base pay; extensive benefits.
• Medical, dental, and vision insurance.
• 401K with generous company contributions.
• Flexible spending accounts and HSA programs.
• Generous paid time off and holidays.
• Equity Purchase Program available.