Guided Solutions Financial Advisor

About Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

KEY RESPONSIBILITIES

Client Leadership & Relationship Management

• Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
• Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
• Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

Financial Planning & Advisory Delivery

• Deliver comprehensive financial planning using Allworth’s 7 Personal Decision Points™ framework.
• Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
• Leverage integrated services—including Estate Planning, Insurance Planning, and Tax Planning—to support holistic client outcomes.
• Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.

Office Leadership & Culture Contribution

• Maintain a strong in-office presence and serve as a collaborative, engaged member of the team.
• Lead by example in professionalism, preparation, and client experience.
• Actively contributes to office culture, collaboration, and shared accountability.