Guided Solutions Financial Advisor

Allworth Financial ( www.allworthfinancial.com ) 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. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. 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. Support team initiatives, mentoring, and knowledge sharing as appropriate. Performance & Technology Standards Use CRM-driven cadence and prioritization tools to determine which clients to engage, and when, based on an engagement scoring model rather than instinct alone. Maintain a high daily activity standard, consistently meeting call, meeting, and outreach expectations required to effectively manage a high-volume book of business. Continuously seek out and adopt new technology, tools, and workflows that improve efficiency, scalability, and the client experience. Participate actively in daily huddles and weekly goal-setting sessions to align on priorities, share best practices, and track progress. Engage with visual management tools, including whiteboards and KPI dashboards, to track individual and team performance against activity and outcome goals. Contribute ideas and feedback that help refine team processes, engagement strategies, and the use of technology across the office. Communication & Documentation Communicate planning strategies, recommendations, and investment updates clearly and confidently. Maintain accurate documentation and follow-up in Allworth’s CRM system. Provide thoughtful feedback to leadership to support continuous improvement. REQUIREMENTS CFP® or ChFC® designation is a plus but not required. Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required). Minimum one to three years of client-facing wealth management or financial planning experience. Demonstrated ability to operate inde…