Financial Advisor

📋 Description

• Own transitioned client relationships (~$50MM) and ensure a high-quality experience.
• Engage new leads; conduct discovery and build trust quickly.
• Grow and manage a balanced pipeline of transitioned and new clients.
• Deliver comprehensive financial plans using Allworth's framework.
• Partner with Wealth Planning Team to tailor and present plans.
• Leverage Estate, Insurance, and Tax Planning to support outcomes.

🎯 Requirements

• CFP® or ChFC® designation required.
• Series 65 or 66 required or willing to obtain (7 and Insurance licenses not required).
• Minimum three years of client-facing financial planning or wealth management experience.
• Proven ability in business development, lead conversion, and growth.
• Confident communicator; builds trust in in-office setting.
• Self-motivated and accountable for growth outcomes.
• Proficiency with MoneyGuidePro and Salesforce (CRM) preferred.

🎁 Benefits

• Medical: Blue Shield PPOs and Kaiser HMO for CA associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• HSA and FSA accounts with company contributions.
• Generous 401K contributions and Equity Purchase Program.
• Flexible working arrangements.