Financial Planner

Allworth Financial is seeking a Financial Planner to join their Wealth Planning team. The ideal candidate has a keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field.

Requirements

• Bachelor's degree in finance, financial planning, economics, or related field
• 2–3 years of experience in financial services
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro)
• Demonstrated interest in pursuing professional designations (e.g., CFP®)
• Strong organizational skills with meticulous attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to manage multiple projects in a fast-paced, dynamic environment

Benefits

• Medical insurance (Blue Shield and Kaiser)
• Dental insurance (MetLife)
• Vision insurance (VSP)
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Paid time off (15 days for non-exempt associates)
• 11 Paid Holidays
• Option to participate in Equity Purchase Program
• Future growth opportunities within the company