{"id":2751644,"url":"https://alion.io/job/allworth-financial-associate-advisor-6","title":"Associate Advisor","company":{"id":2230497,"name":"Allworth Financial","domain":"allworthfinancial.com","url":"https://alion.io/company/allworthfinancial","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"part_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":61000,"max_usd":156000,"period":"year","method":"role_country_seniority_unknown","sample_n":11815},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-16T22:46:51Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-25T06:57:16Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"About Allworth Financial\nAllworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.\nFounded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.\nAllworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.\nSUMMARY:\nThe Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model.\nAs an Associate Advisor, you will support the end-to-end planning process - from preparing and refining financial plans, to conducting research and case analysis, to participating in client meetings and follow-up. You will collaborate across departments, develop a strong understanding of our integrated service model, and play an important role in ensuring clients feel informed, cared for, and confident in their financial future.\nThis is an in-office position. The role includes structured professional development and support in pursuing the CFP® designation as part of your long-term career path within Allworth.\nDUTIES AND RESPONSIBILITIES:\nShadows Financial Advisor future and existing client appointments to gain valuable training.\nCreates and helps implement financial plans for existing clients.\nPerforms various tasks and research relating to casework for our clients.\nAssists with future and existing client communication\nShadows various departments of Allworth Financial to obtain knowledge of how our business model functions.\nAttends company events, including workshops and seminars.\nTakes appropriate steps to obtain the CFP® designation.\n\nQUALIFICATIONS:\nBS/BA in Business Finance, Economics, or related field\nHas obtained their 65, 7/66 or ChFC\nIn pursuit of CFP® designation\nSelf-starter, with the ability to work independently\nStrong communication, teamwork, and relationship-building skills\nDemonstrates ability to learn related financial and office programs and systems\nBENEFITS\nWe value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\nMedical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\nDental insurance with MetLife\nVision insurance with VSP\nOptional supplemental benefits\nHealthcare savings accounts with company contribution\nFlexible spending accounts\nFlexible working arrangements\nGenerous 401K contributions \nExempt associates qualify for our flexible paid time off policy\nNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\n11 Paid Holidays\nOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\nFuture growth opportunities within the company\nIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\nBenefits are available to full-time associates who work more than 30 hours a week.\nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\nAllworth Financial participates in E-Verify. Click here for more information.\nCalifornia residents, click here for our privacy policy.","description_format":"text","description_chars":4680,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Company events","Dental insurance","Equity","Flexible schedule","Growth opportunities","Professional development","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-17T00:10:27Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.847,"p_room":1,"age_days":8,"expected_fill_days":35,"reasons":["conf:2","win:early"],"computed_at":"2026-10-25T05:49:26Z"},"pay":null,"html_url":"https://alion.io/job/allworth-financial-associate-advisor-6","json_url":"https://alion.io/job/allworth-financial-associate-advisor-6.json","meta":{"generated_at":"2026-10-25T07:49:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11030,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2230497},"rest":"https://alion.io/mcp/rest/get_company?id=2230497"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fallworth-financial-associate-advisor-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fallworth-financial-associate-advisor-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fallworth-financial-associate-advisor-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/allworth-financial-associate-advisor-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fallworth-financial-associate-advisor-6"}]}