Guided Solutions Financial Advisor

📋 Description

• Client leadership and relationship management for a high-volume client base.
• Lead discovery conversations, planning discussions, and ongoing relationship management.
• Provide technology-driven client engagement using Allworth's tools to serve a larger client base

🎯 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.
• Strong leadership, independence and collaboration skills.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

🎁 Benefits

• Competitive base pay and extensive benefits package.
• Medical, dental, vision insurance options.
• Healthcare savings accounts, flexible spending accounts, and 401K with company contributions.
• Flexible working arrangements and equity purchase opportunities.
• Paid time off, holidays, and growth opportunities.