Financial Advisor - Remote

Overview

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.

In Short

• Seeking an experienced financial advisor in Riverwoods, IL.
• Opportunity to provide fiduciary investment management and holistic financial planning advice.
• Extensive training and support provided.
• Full-time, exempt hybrid position with a blend of in-office and remote work.
• Base salary of $125,000–$150,000, plus variable compensation.
• Meet clients to discuss their financial needs and concerns.
• Establish formal advisory relationships with future clients.
• Work closely with support teams and the Financial Planning team.
• Communicate updates and answer client questions regarding portfolios.
• Provide feedback to leadership on improving the Allworth experience.

Requirements

• Professional designation of Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) required.
• Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed.
• Minimum three-years of client-facing wealth management or financial planning experience required.
• BA/BS or master’s degree preferred.
• Strong communication, presentation, listening, and analytical skills.
• Comfort with technology; experience with MoneyGuidePro, Salesforce, Zoom is a plus.
• Self-starter with the ability to work independently.
• Experience presenting and a persuasive nature desired.
• Familiarity with a Client Relationship Management (CRM) database program a plus.

Benefits

• Medical, dental, and vision insurance.
• Healthcare savings accounts with company contribution.
• Flexible working arrangements.
• Generous 401K contributions.
• Flexible paid time off policy for exempt associates.
• 15 days of paid time off annually for non-exempt associates.
• 11 Paid Holidays.
• Option to participate in Equity Purchase Program.
• Future growth opportunities within the company.