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Associate Advisor at Allworth Financial

Department: Advisors

Compensation · Listed in posting

$65,000 – $90,000/yr

Location
Lynnfield, Massachusetts
Type
Full-time
Level
entry
Posted

Description

Allworth Financial is hiring an Associate Advisor to support Financial Advisors and the broader planning team with financial planning, client service, financial analysis, research, casework, client materials, and ongoing communication. The role is intended for an early-career advisor developing technical expertise and client-facing skills, with a path toward Lead Advisor, and requires a bachelor’s degree in a relevant field, progress toward or interest in the CFP® designation, strong analytical and communication skills, and proficiency with financial planning software. The position offers a pay range of $65,000 to $90,000 plus a 10% bonus and benefits including medical, dental, and vision insurance.

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