Associate Advisor

SUMMARY

The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworths on-plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model.

As an Associate Advisor, you will support the end-to-end planning process from preparing and refining financial plans, to conducting research and case analysis, to participating in client meetings and follow-up. You will collaborate across departments, develop a strong understanding of our integrated service model, and play an important role in ensuring clients feel informed, cared for, and confident in their financial future.

RESPONSIBILITIES

• Shadows Financial Advisor future and existing client appointments to gain valuable training.

• Creates and helps implement financial plans for existing clients.

• Performs various tasks and research relating to casework for our clients.

• Assists with future and existing client communication

• Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.

• Attends company events, including workshops and seminars.

• Takes appropriate steps to obtain the CFP designation.

REQUIREMENTS

• BS/BA in Business Finance, Economics, or related field

• Has obtained their 65, 7/66 or ChFC

• In pursuit of CFP designation

• Self-starter, with the ability to work independently

• Strong communication, teamwork, and relationship-building skills

• Demonstrates ability to learn related financial and office programs and systems

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.