{"id":2751645,"url":"https://alion.io/job/allworth-financial-senior-associate-advisor","title":"Senior 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":"senior","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":76000,"max_usd":145000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4723},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-16T22:41:40Z","employer_posted_date":"2026-10-16","last_verified_at":"2026-10-21T04:41:40Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"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\nAllworth Financial is seeking a high-performing, growth-oriented Senior Associate Advisor to step into a critical transitional role within our advisor career path. This role is designed as a bridge between Associate Advisor and Financial Advisor, providing the opportunity to take ownership of client relationships while continuing to develop the skills required to become a fully independent advisor.\nSenior Associate Advisors are entrusted with a defined set of client relationships and are responsible for delivering high-quality, fiduciary financial planning and ongoing service. This role emphasizes relationship continuity, planning excellence, and client experience, while building readiness for full advisory responsibility.\nUnlike early-career roles, this is not a purely support-based position. Senior Associate Advisors are expected to lead client interactions, demonstrate sound judgment, and operate with increasing independence, while continuing to receive coaching and mentorship.\nThis role is not intended as a long-term position. Designed for progression to Financial Advisor within ~12-18 months. Role placement is driven by business need, with positions aligned to market growth and advisor succession planning priorities. This role is a key step in developing future Financial Advisors at Allworth and plays an important part in maintaining strong client relationships across the firm.\nROLE FOCUSThe Senior Associate Advisor role is centered on three core areas:\nClient Relationship Ownership: Manage and develop a portfolio of existing client relationships, ensuring a consistent, high-quality experience\nFinancial Planning Delivery: Lead planning conversations and deliver comprehensive financial advice aligned to Allworth’s fiduciary standards\nAdvisor Readiness Development: Build the skills, judgment, and confidence required to transition into a Financial Advisor role\n\nKEY RESPONSIBILITIES\nClient Relationship Management (40-50%)\nManage a defined set (typically 50+ client relationships) of client relationships, typically within the firm’s core client segment\nServe as a primary point of contact for assigned clients, ensuring responsiveness, follow-through, and continuity\nLead client meetings, including annual reviews and planning discussions, with appropriate coaching support as needed\nMaintain a forward-looking view of each relationship, proactively identifying needs, risks, and opportunities\nEnsure all client interactions reflect Allworth’s fiduciary standard of care and client-first philosophy\nFinancial Planning & Advisory Delivery (30-40%)\nPrepare, deliver, and implement comprehensive financial plans using Allworth’s planning framework\nPartner with the Wealth Planning Team and internal specialists (tax, estate, insurance) to develop holistic recommendations\nCommunicate planning strategies, investment updates, and recommendations clearly and confidently\nEnsure plans remain aligned with client goals through ongoing monitoring and updates\nApply sound judgment in decision-making and appropriately engage additional expertise when needed\nRelationship Growth & Continuity (10-20%)\nDeepen existing client relationships through proactive engagement, trust-building, and consistent service\nDemonstrate the ability to identify and act on opportunities to expand wallet share, deepen relationships, and increase client value over time\nSupport retention by ensuring a seamless, reliable client experience over time\nContribute to relationship transition efforts when clients are reassigned or onboarded\nAdvisor Development & Team Contribution (10-15%)\nContinue to build advisory capability through coaching, feedback, and real-time client experience\nPartner with Financial Advisors on complex cases, client strategy, and meeting preparation as needed\nProvide guidance and informal mentorship to Associate Advisors\nContribute to a collaborative team environment and support broader firm initiatives\nQUALIFICATIONS\nBachelor’s degree in Finance, Economics, Business, or a related field\nProgress toward or completion of CFP® certification strongly preferred\nSeries 7 preferred\n3+ years of experience in financial planning, wealth management, or a related role\nDemonstrated ability to manage client interactions and contribute to financial planning delivery\nStrong communication, relationship-building, and interpersonal skills\nAbility to balance multiple client relationships and priorities in a fast-paced environment\nHigh level of professionalism, accountability, and attention to detail\nMastery of financial planning tools and CRM systems:\no\nCRM (Salesforce) documentation standards\no\nFinancial planning tools (e.g., MoneyGuidePro)\no\nProposal generation and delivery\no\nFirm sales and client engagement processes\no\nAperio platform (as applicable)\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. 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