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. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

In Short

• Seeking an experienced financial advisor in Riverwoods, IL.
• Provide fiduciary investment management and holistic financial planning advice.
• Meet with clients to discuss their financial needs and concerns.
• Establish formal advisory relationships with clients.
• Work with support teams to secure accounts with new clients.
• Create financial plans for new clients.
• Review plans periodically with clients.
• Communicate updates from the Investment Management team.
• Update client records in a customized CRM system.
• Participate in events and educational outreach.

Requirements

• Professional designation of Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) is required.
• Minimum three years of client-facing wealth management or financial planning experience.
• Willingness to become Series 7 and 63/65 (or 66) and life insurance licensed.
• 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 is highly desired.
• Familiarity with a Client Relationship Management (CRM) database program is a plus.

Benefits

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