Associate Advisor

SUMMARY: The Associate Advisor provides internal support to our Financial Advisors as part of a centralized planning team to provide ongoing service and advice to our on-plan asset management clients. This position requires in office work, and has a salary range of $70-90k annually which will be based of the candidates expierence.

DUTIES AND RESPONSIBILITIES: Shadows Financial Advisor future and existing client appointments to gain valuable training. Creates and helps implement financial plans for existing clients. Performs various tasks and research relating to casework for our clients. Assists with future and existing client communication Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions. Attends company events, including workshops and seminars. Takes appropriate steps to obtain the CFP designation. QUALIFICATIONS: BS/BA in Business Finance, Economics, or related field In pursuit of CFP designation Self-starter, with the ability to work independently Strong communication, teamwork, and relationship-building skills Demonstrates ability to learn related financial and office programs and systems
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