Financial Advisor

📋 Description

• Actively engage new leads and discovery conversations; build trust quickly.
• Grow and manage a balanced pipeline of transitioned and new clients.
• Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points.
• Partner with Wealth Planning Team to present tailored financial plans.
• Leverage Estate, Insurance, and Tax Planning to support holistic outcomes.
• Maintain in-office collaboration and face-to-face client meetings.

🎯 Requirements

• CFP® or ChFC® designation required.
• Must have or obtain Series 65 or 66; Series 7 and Insurance licenses not required.
• Minimum three years of client-facing financial planning or wealth management experience.
• Proven success in business development, lead conversion, and relationship growth.
• Confident communicator with the ability to build trust quickly in an in-office environment.
• Self-motivated, proactive, and comfortable being accountable for growth outcomes.

🎁 Benefits

• Medical: Blue Shield and Kaiser plans for California associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Generous 401K contributions.
• Flexible working arrangements.
• 11 Paid Holidays.