Guided Solutions Financial Advisor
Allworth Financial · Dallas, Texas, United States
Posted about 2 months ago
or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 69 days Allworth Financial's roles stay open a median of 77 days
- Reposted
- No
- Salary listed
- No 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 23 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
- 2026-10-22
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 Guided Solutions Financial Advisor at Allworth Financial will primarily serve as a trusted advisor to a high-volume client base, leading financial planning discussions and relationship management. The role involves delivering comprehensive financial plans, collaborating with the Wealth Planning Team, and utilizing technology to enhance client engagement. The advisor will also contribute to office culture and maintain high activity standards while effectively managing client communications and documentation.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
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
- Series 65 or 66
- Minimum one to three years of client-facing wealth management or financial planning experience
- Demonstrated ability to operate independently while collaborating effectively within a team
- Strong leadership presence with the ability to influence, mentor, and model best practices
- High emotional intelligence, professionalism, and discretion
- Comfortable managing a high-volume client caseload
Nice to have
- CFP® or ChFC® designation
- Proficiency with MoneyGuidePro and Salesforce
What you get
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
Worth weighing
- No salary listed
- Role requires a high-volume client management approach
- Emphasis on technology-driven client engagement may require adaptability to new tools
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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