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Allworth Financial
Allworth Financial

46 Allworth Financial Customer Service Representative Jobs Hiring Near You

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience * Gain exposure to Allworth Financial's full business model ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ... Maintain accurate documentation and follow-up in Allworth's CRM system. * Provide thoughtful ...

Allworth Financial

$60 - $80/hr

My time at Allworth Financial has been the most rewarding I've had in my professional career. This ... Collaboration with Integrated Services (20%) * Coordinate with Tax, Estate Planning, Insurance ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Experience with CRM systems and basic financial software (experience with custodial platforms is a ...

Allworth Financial

Wealth Planner

Cincinnati, OH · On-site

$72K - $97K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Collaboration with Integrated Services (20%) * Coordinate with Tax, Estate Planning, Insurance ...

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$80 - $100/hr

Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience * Gain exposure to Allworth Financial's full business model ...

New

Allworth Financial

$80 - $100/hr

Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience * Gain exposure to Allworth Financial's full business model ...

New

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY We're currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services ...

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...

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Infographic showing various Customer Service Representative job openings at Allworth Financial in the United States as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% Physical job distribution.

Associate Advisor

Allworth Financial

Lynnfield, MA • On-site

$75K - $90K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. 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. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support. This role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial's planning philosophy and business model, with a long-term path toward becoming a Lead Advisor.
KEY RESPONSIBILITIES
  • Support Financial Advisors in the preparation, development, and implementation of comprehensive financial plans for clients
  • Participate in client meetings by shadowing and, over time, actively contributing to discussions and follow-ups
  • Conduct financial analysis, research, and casework related to investments, retirement planning, tax strategies, estate planning, and risk management
  • Prepare client-facing materials, meeting summaries, and plan updates
  • Assist with ongoing client communication and service requests in a timely, professional manner
  • Collaborate with internal teams (planning, operations, investment management, and client service) to deliver a seamless client experience
  • Gain exposure to Allworth Financial's full business model through cross-functional learning and shadowing opportunities
  • Attend firm-sponsored meetings, workshops, and training sessions
  • Actively pursue professional development, including progress toward CFP® certification

REQUIREMENTS & QUALIFICATIONS
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Progress toward or strong interest in obtaining the CFP® designation
  • Strong analytical, organizational, and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced, client-focused environment
  • Demonstrated initiative, curiosity, and desire to grow as a financial advisor
  • Ability to work both independently and collaboratively within a team
  • Proficiency or ability to quickly learn financial planning software and internal systems

PHYSICAL REQUIREMENTS
  • Prolonged periods of sitting and working at a computer
  • Ability to attend in-person meetings and events as required

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Pay range of $75k -90k
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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