Financial Advisor Jobs

Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced financial advisor in Florida to join our rapidly expanding team.

Founded in Sacramento, California, in 1993, Allworth Financial is still run by its original founders, Scott Hanson and Pat McClain. Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education.

At Allworth Financial, we allow our advisors the opportunity to do what they do best, which is to provide fiduciary investment management and holistic financial planning advice to our valued clients without the pressure to make recommendations on proprietary investment products. Extensive training and support will be provided. Whether you enjoy driving in new business, servicing existing clients, or perhaps a little bit of both, Allworth offers you the choice and flexibility to choose a path that best suits you.

This is a hybrid position that will require a combination of face-to-face meetings with clients, work in office and allow for some remote. This advisor role will support Allworth Airline which specializes in working with commercial pilots and airline employees.

Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

This is a full-time, exempt remote position.

The base salary range for this role is $85,000-$115,000 annual base salary with a Variable Compensation Plan. In addition, we also provide generous benefits to all our full-time employees.

RESPONSIBILITIES

• Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.
• Work closely with support teams to establish relationships and secure accounts with new clients.
• Coordinate and participate with team members to support events and educational outreach.
• Communicate updates from our in-house Investment Management team to clients as needed, while answering questions regarding portfolio allocation, methodology, etc.
• Provide clear and honest feedback to leadership about improving the Allworth experience.
• Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management.
• Refer suitable clients to our tax planning division, or to our trusted 3rd party estate planning or insurance providers via our Integrated Solutions team.
• Become a subject matter expert on Allworth's integrated services and specific Airline plan benefits.
• Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy. (We focus on asset preservation and are not market timers.)
• Work with the Financial Planning team to create plans for new clients.
• Meet with future clients to discuss their needs and concerns, and to assess their overall financial situation, before explaining how partnering with Allworth will help them meet their financial, investment, and retirement planning goals via our 7 Personal Decision Pointstm planning process.

QUALIFICATIONS

• Familiarity with a Client Relationship Management (CRM) database program a plus.
• Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is required.
• BA/BS or master's degree preferred.
• Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
• Self-starter with the ability to work independently.
• Minimum three-years of client-facing wealth management or financial planning experience is required.
• Experience presenting and a persuasive nature is also highly desired.
• Comfort with technology is required; experience with specific tools is a plus:
• MoneyGuidePro, Salesforce, Zoom or similar.