Associate Advisor

Job Description

Allworth Financial, a leading independent investment financial advisory firm, is seeking an Associate Advisor to join their team. This role provides internal support to Financial Advisors as part of a centralized planning team, focusing on delivering ongoing service and advice to asset management clients. This position is based in the Cincinnati office.Allworth Financial is a high-growth, private equity-backed firm known for its employee-centric approach and commitment to client well-being. The company has received accolades such as the "Circle of Excellence" award and recognition as a Barron's Top 40 RIA.Role involves:

• Shadowing Financial Advisor appointments for training
• Creating and implementing financial plans for clients
• Performing research and tasks related to casework
• Assisting with client communication
• Shadowing various departments to understand the business model
• Attending company events, workshops, and seminars
• Pursuing the CFP® designation

Requirements:

• BS/BA in Business Finance, Economics, or related field
• In pursuit of CFP® designation
• Self-starter with independent working ability
• Strong communication, teamwork, and relationship-building skills
• Ability to learn financial and office programs and systems

Allworth Financial offers:

• Medical, dental, and vision insurance
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Paid time off and holidays
• Equity Purchase Program
• Future growth opportunities