Associate Advisor
Allworth Financial · Lynnfield, Massachusetts, United States
Posted 12 days ago · $75k -90k
or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 12 days Allworth Financial's roles stay open a median of 42 days
- Reposted
- No
- Salary listed
- Yes 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 13 stale, 1 reposted of 27 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.
About this role
The Associate Advisor at Allworth Financial supports Financial Advisors by preparing and implementing comprehensive financial plans, participating in client meetings, conducting financial analysis, and assisting with client communication. This role is aimed at early-career advisors looking to develop their skills and knowledge in financial planning, with a pathway to becoming a Lead Advisor. Responsibilities also include collaboration with internal teams and pursuing professional development opportunities.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.
What you need
- 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
What you get
- 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
Worth weighing
- Pay range of $75k -90k is mentioned, but specific salary for this role is not stated.
- Role involves significant client interaction and support, which may require strong interpersonal skills.
- The position is designed for early-career advisors, indicating a focus on training and development rather than immediate high-level responsibilities.
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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