Financial Planner

Join to apply for the Financial Planner role at Allworth Financial
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Allworth Financial is an independent investment financial advisory firmzs specializing in retirement planning, investment advising, and 401(k) management. Founded in Sacramento, California in 1993, the firm is fee‑based, employee‑centric, and focuses on client well‑being, education, and fiduciary stewardship. It has been recognized as a Barr’s Top 40 RIA in 2024 hierin and has received the Circle of Excellence award from the National Business Research Institute in 2021.

The Financial Planner

This exempt, in‑office position orientação occurs in Addison, TX, Lawrence, KS, or Cincinnati, OH. The budgeted base salary ranges from $95,000 to $110,000 annually with eligibility for an annual performance‑based bonus.

• Partner with Advisors and Sales Team (30%)
  • Collaborate insisteon] with Advisors and Sales to understand client objectives and gather necessary financial information.
  • Review planning needs, clarify data requirements, and help organize all relevant client documents.
  • Maintain clear communication regarding case progress and outstanding data requirements.
• Collaborate with Integrated Services (20%)
  • Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client plan.
  • Consolidate, summarize, and verify all information to ensure alignment with client goals.
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  • Create and Support Financial Planning Deliverables (40%)
    • Enter and update client data in financial planning software (e.g., eMoney, Money Guide Pro ).
    • Prepare initial proposals, plan summaries, and supporting documents based on Advisor recommendations.
    • Collaborate with Advisors to refine and finalize comprehensive financial plans.
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  • Adhere to best practices and timelines to maintain high quality of service.
  • Client Presentation Support (10%)
    • Organize and prepare meeting materials for Advisor‑led presentations.
    • Participate in client meetings when necessary to provide insights or gather additional data.
    • Coordinate post‑meeting follow‑up activities, including updating records and scheduling next steps.
  Experience and Qualifications
  • Bachelor’s degree in finance, financial planning, economics, or a related field (or equivalent work experience).
  • 2–3 years of experience in financial services with exposure to planning support, data entry, and documentation.}],
  • Familiarity with financial planning software (e.g., eMoney, Money Guide Pro ) preferred.
  • Interest in pursuing professional designations (e.g., CFP®) considered a plus.
  • Strong organizational skills and meticulous attention to detail.
  • Excellent verbal and written communication skills and collaborative teamwork.
  • Ability to manage multiple projects in a fast‑paced, dynamic environment.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint);
    Salesforce or similar CRM experience advantageous.
  • Must be in good compliance standing with all relevant regulations, rules, and internal policies.
  承 Physical Requirement

  The position requires the ability to stand or sit for prolonged=