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← Allworth Financial

Associate Advisor

Allworth Financial
Location
220 Norwood Park South, Norwood, MA 02062
Posted
12 days ago
Department
Advisors
Salary
$75k -90k
What they actually want (must-haves)
  • 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
What the job really is

The Associate Advisor at Allworth Financial supports Financial Advisors and the planning team by providing high-quality financial planning, client service, and analytical support. Daily tasks include preparing comprehensive financial plans, participating in client meetings, conducting financial analysis, and assisting with client communications. This role is aimed at early-career advisors looking to develop their skills and knowledge with a path toward becoming a Lead Advisor.

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
  • Pay range of $75k -90k is mentioned, but no specifics on how compensation is determined
  • Role is entry-level, which may limit immediate high-impact responsibilities
  • The position requires prolonged periods of sitting and working at a computer, which may not suit everyone
Job score4.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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