Allworth Financial, a high growth, private equity backed, multi branch Registered Investment Advisor, is seeking a growth-oriented, relationship-driven Financial Advisor to join their Kennesaw, Georgia office. The role offers a strong foundation for success, including a modest transition of existing client relationships and a competitive base salary and variable compensation.
Requirements
- CFP or ChFC designation required
- Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required)
- Minimum three years of client-facing financial planning or wealth management experience
- Demonstrated success or strong aptitude in business development, lead conversion, and relationship growth
- Confident communicator with the ability to build trust quickly in an in-office environment
- Self-motivated, proactive, and comfortable being accountable for growth outcomes
- Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred)
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
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
