Senior Associate Advisor

<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) 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.</p> <p>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.</p> <p><span data-olk-copy-source="MessageBody">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.</span></p> <p></p></div><p><strong>SUMMARY</strong></p> <p>Allworth Financial is seeking a high-performing, growth-oriented Senior Associate Advisor to step into a critical transitional role within our advisor career path. This role is designed as a bridge between Associate Advisor and Financial Advisor, providing the opportunity to take ownership of client relationships while continuing to develop the skills required to become a fully independent advisor.</p> <p><br>Senior Associate Advisors are entrusted with a defined set of client relationships and are responsible for delivering high-quality, fiduciary financial planning and ongoing service. This role emphasizes relationship continuity, planning excellence, and client experience, while building readiness for full advisory responsibility.</p> <p><br>Unlike early-career roles, this is not a purely support-based position. Senior Associate Advisors are expected to lead client interactions, demonstrate sound judgment, and operate with increasing independence, while continuing to receive coaching and mentorship.</p> <p><br>This role is not intended as a long-term position. Designed for progression to Financial Advisor within ~12–18 months. Role placement is driven by business need, with positions aligned to market growth and advisor succession planning priorities. This role is a key step in developing future Financial Advisors at Allworth and plays an important part in maintaining strong client relationships across the firm.</p> <ul> <li><strong>ROLE FOCUS</strong><br>The Senior Associate Advisor role is centered on three core areas:<br>•<br>Client Relationship Ownership: Manage and develop a portfolio of existing client relationships, ensuring a consistent, high-quality experience<br>•<br>Financial Planning Delivery: Lead planning conversations and deliver comprehensive financial advice aligned to Allworth’s fiduciary standards<br>•<br>Advisor Readiness Development: Build the skills, judgment, and confidence required to transition into a Financial Advisor role</li> </ul> <p> </p> <p> </p> <p><strong>KEY RESPONSIBILITIES</strong><br>Client Relationship Management (40–50%)<br>•<br>Manage a defined set (typically 50+ client relationships) of client relationships, typically within the firm’s core client segment<br>•<br>Serve as a primary point of contact for assigned clients, ensuring responsiveness, follow-through, and continuity<br>•<br>Lead client meetings, including annual reviews and planning discussions, with appropriate coaching support as needed<br>•<br>Maintain a forward-looking view of each relationship, proactively identifying needs, risks, and opportunities<br>•<br>Ensure all client interactions reflect Allworth’s fiduciary standard of care and client-first philosophy<br>Financial Planning & Advisory Delivery (30–40%)<br>•<br>Prepare, deliver, and implement comprehensive financial plans using Allworth’s planning framework<br>•<br>Partner with the Wealth Planning Team and internal specialists (tax, estate, insurance) to develop holistic recommendations<br>•<br>Communicate planning strategies, investment updates, and recommendations clearly and confidently<br>•<br>Ensure plans remain aligned with client goals through ongoing monitoring and updates<br>•<br>Apply sound judgment in decision-making and appropriately engage additional expertise when needed<br>Relationship Growth & Continuity (10–20%)<br>•<br>Deepen existing client relationships through proactive engagement, trust-building, and consistent service<br>•<br>Demonstrate the ability to identify and act on opportunities to expand wallet share, deepen relationships, and increase client value over time<br>•<br>Support retention by ensuring a seamless, reliable client experience over