Financial Planner

Allworth Financial
Addison, TX
Category Accounting
Job Description
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners to produce essential financial planning deliverables.

Requirements

  • Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience)
  • 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes
  • Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
  • Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus
  • Strong organizational skills with meticulous attention to detail and accuracy
  • Excellent verbal and written communication skills; enjoys collaborative teamwork
  • Ability to manage multiple projects in a fast-paced, dynamic environment
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous

Benefits

  • 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
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company
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