or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 8 days Allworth Financial's roles stay open a median of 42 days
- Reposted
- No
- Salary listed
- No 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 Senior Financial Analyst at Allworth Financial will work closely with the VP Finance Business Partnering to analyze the firm's financial performance and recommend actions for organic growth. Responsibilities include analyzing client pipeline results, developing financial models, preparing monthly financial reports, and communicating insights to senior leadership. This role requires a strong analytical mindset and the ability to present complex financial information clearly to various stakeholders.
- benefits
- 5/5
- freshness
- 5/5
- 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
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
- 4+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, financial analysis, or analytics role
- Proficiency in Microsoft Excel, Microsoft PowerPoint, financial modeling, scenario analysis, and working with large and complex datasets
- Strong analytical and problem-solving skills
- Experience preparing management reporting, financial analyses, and presentations for senior leadership
- Strong written and verbal communication skills
Nice to have
- Experience within wealth management, financial advisory, asset management, banking, insurance, or another financial-services environment preferred
- Comfortable operating in a growing organization where requirements, processes, and systems will change
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
- This is a hybrid role, requiring 3-4 days in-office work.
- No salary listed in the posting.
- The role involves working with large datasets and financial modeling, which may require advanced Excel skills.
- The position may involve physical tasks such as lifting and filing documents.
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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