HHiring Reality
← Allworth Financial

Financial Advisor

Allworth Financial
Location
Houston, Texas, United States
Posted
1 month ago
Department
Advisors
Salary
$140K-$150K
What they actually want (must-haves)
  • CFP® or ChFC® designation required
  • Must have or be willing to obtain Series 65 or 66
  • Minimum five years of client-facing wealth management or financial planning experience
  • Demonstrated ability to operate independently while collaborating effectively within a team
  • Strong leadership presence with the ability to influence, mentor, and model best practices
  • High emotional intelligence, professionalism, and discretion
What the job really is

Allworth Financial is seeking an experienced Financial Advisor for their Houston office. The role involves leading client relationships, delivering comprehensive financial planning, and contributing to a collaborative office culture. Advisors will utilize Allworth's integrated planning platform and resources to provide fiduciary advice without pressure to sell proprietary products.

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
Things to weigh
  • In-person role with the ability to work from home, which may not suit everyone
  • Competitive base salary range is provided, but no specific variable compensation details are mentioned
Job score4/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity5/5
Pay transparency5/5

Applying to Allworth Financial?

See how your résumé matches this role — and tailor it from what actually gets interviews.

Calculate resume scoreGenerate resume to apply
Job Link →