Financial Advisor

Allworth Financial
Riverwoods, NC
Category Insurance
Job Description
Allworth Financial is seeking an experienced financial advisor to join their rapidly growing team. They specialize in retirement planning, investment advising, and 401(k) management, prioritizing client well-being and a fee-based, employee-centric fiduciary advisory approach. The role offers both in-office work and remote flexibility, providing ample opportunities for career growth within a large, successful firm.

Requirements

  • Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®)
  • Series 7, 63/65, and Life insurance license
  • Minimum three-years of client-facing wealth management or financial planning experience
  • BA/BS or master’s degree preferred
  • Proficiency with MoneyGuidePro, Salesforce, Zoom, or similar tools
  • Self-starter with strong communication and analytical skills

Benefits

  • Medical: Blue Shield (PPOs and HDHP with HSA)
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Non-Exempt associates qualify for our flexible paid time off policy
  • In addition, we work to maintain the best possible environment for our associates
  • Benefits available to full-time associates who work more than 30 hours a week
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