Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Financial Planner plays a crucial role on the Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners to produce essential financial planning deliverables.
Requirements
- Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience)
- 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes
- Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
- Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus
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
