Financial Advisor

Job Description

Allworth Financial is seeking a proactive Financial Advisor to join our Lafayette, California team. In this role you will provide financial planning and investment advisory services to individuals and families, help clients achieve their goals, and build long-term relationships. You will design and implement comprehensive financial plans, retirement strategies, and investment strategies while maintaining regulatory compliance and delivering exceptional service.

About Allworth Financial

Allworth Financial is a leading independent financial services firm dedicated to helping clients achieve financial independence through personalized planning and service.

What you'll do

• Provide financial planning and investment advisory services to clients
• Develop personalized financial plans, retirement strategies, and risk management approaches
• Analyze client needs, build relationships, and identify opportunities to grow client assets
• Maintain compliance, documentation, and recordkeeping

Requirements

• Excellent communication and interpersonal skills
• Ability to translate complex financial concepts into clear guidance
• Professional certifications (e.g., Series 7/63, CFP) preferred but not required
• Demonstrated track record of building client relationships and meeting growth goals

Benefits

• Competitive compensation and incentive plan
• Comprehensive benefits package
• Professional development opportunities

Location

Lafayette, CA (On-site)