Job summary
Job post source
This job is directly from Allworth Financial
Job overview
The Financial Advisor role at Allworth Financial involves providing fiduciary investment management and holistic financial planning advice to clients, contributing to the company's growth and client satisfaction.
Responsibilities and impact
The advisor will meet with clients to assess financial needs, establish advisory relationships, collaborate with support and planning teams, review client plans, communicate investment updates, refer clients to specialized services, maintain client records, and support company events and feedback.
Compensation and benefits
The position offers competitive base pay, medical, dental, and vision insurance, supplemental benefits, healthcare savings accounts, flexible spending accounts, flexible work arrangements, generous 401K contributions, paid time off, holidays, and an equity purchase program.
Experience and skills
Candidates must have CFP® or ChFC® designation, be or willing to become licensed for Series 7 and 63/65 (or 66) and life insurance, with at least three years of client-facing wealth management or financial planning experience; strong communication, presentation, analytical skills, and comfort with technology are required.
Career development
The company offers future growth opportunities and a collaborative environment encouraging learning and contribution to company culture and processes.
Work environment and culture
Allworth Financial emphasizes client well-being and education, values employee satisfaction, and fosters a collaborative, creative environment with flexible work options.
Company information
Allworth Financial is a private equity-backed, multi-branch Registered Investment Advisor founded in 1993, known for retirement planning and investment advising, recognized as a Barron's Top 40 RIA and recipient of the Circle of Excellence award.
Team overview
The candidate will join a rapidly expanding team in Cincinnati-Blue Ash, Ohio, working closely with financial planning and support teams to deliver integrated financial services.
Job location and travel
This is a full-time, exempt hybrid position based in Cincinnati-Blue Ash, Ohio, requiring a mix of face-to-face client meetings, office work, and remote work.
Unique job features
The role offers the flexibility to focus on new business, servicing existing clients, or both, with extensive training and support and no pressure to recommend proprietary products.
Company overview
Allworth Financial, formerly known as Hanson McClain Advisors, is a financial advisory firm specializing in retirement planning, investment management, and financial planning services. Founded in 1993 by Scott Hanson and Pat McClain, the company has grown significantly through organic growth and strategic acquisitions. Allworth Financial generates revenue through advisory fees and asset management services, catering primarily to individuals nearing or in retirement. The firm's commitment to fiduciary standards and client-centric approach has earned it a strong reputation in the financial services industry.
How to land this job
Position your resume to highlight your Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) designation, emphasizing your fiduciary advisory experience and client-facing wealth management skills.
Emphasize your ability to work independently and collaboratively with support teams, showcasing experience with financial planning tools like MoneyGuidePro, Salesforce, or similar CRM systems, and your comfort with technology.
Apply through multiple channels such as Allworth Financial's corporate website, LinkedIn job postings, and reputable financial career boards to maximize your application visibility.
Connect with current Financial Advisors or team members at Allworth Financial on LinkedIn; start conversations by complimenting their recent client success stories, asking about their experience with the 7 Personal Decision Points™ planning process, or inquiring how the firm's culture supports advisor growth.
Optimize your resume for ATS by incorporating keywords from the job description such as 'fiduciary investment management,' 'retirement planning,' 'client relationship management,' 'Series 7 and 63/65 licenses,' and specific software names like 'MoneyGuidePro' and 'Salesforce' to ensure your resume passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple job posting sites, and find relevant LinkedIn connections, allowing you to focus more on preparing for interviews and networking effectively.
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