{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8559248002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418949002,"location":{"name":"Campbell, California, United States"},"metadata":null,"id":8559248002,"updated_at":"2026-05-27T16:50:17-04:00","requisition_id":"677","title":"Branch Office Administrator","company_name":"Allworth Financial","first_published":"2026-05-20T23:36:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Client Service Department consistently strives for service excellence. The Branch Office Administrator is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments and various office needs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, non-exempt role based out of our Campbell, CA office; this candidate will be required to be in the office all five days of the work week. This position has a salary range between $60k-$68k and is eligible for an annual bonus based on their performance and the companies.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Delivering exceptional service experiences with every client interaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Greeting and assisting our clients and guests with service requests and appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receiving all deliveries and routing to the appropriate recipient\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments; making outbound client calls confirming appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing and stocking refreshments for the office daily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Restocking supplies for the office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Helping with snacks, beverages and meals as needed for the office staff or clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Directing incoming client phone calls to appropriate departments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing office supplies and restocking as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with facilities related issues and tasks as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Helping Operations and Client Service with administrative duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Suggesting and embracing process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focusing on quality and accuracy of work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently demonstrating Allworth’s guiding principles\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Passion for excellent service and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of general administration and phone experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strict attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and prioritize work daily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and embraces change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills and ability to meet all deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player and approachable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient with Microsoft Office and navigation of systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/BA degree or equivalent work experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042302002,"name":"Client Services","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4046829002,"name":"Campbell, CA","location":"Campbell, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8500835002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6395635002,"location":{"name":"Dallas, Texas, United States"},"metadata":null,"id":8500835002,"updated_at":"2026-04-17T17:09:08-04:00","requisition_id":"662","title":"Director of Retirement Plan Services","company_name":"Allworth Financial","first_published":"2026-04-09T15:40:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth’s Retirement Plan Services (RPS) business partners with plan sponsors to design, improve, and govern employer-sponsored retirement programs, including 401(k), 403(b), defined benefit, and non-qualified plans, while helping participants make confident decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;446\u0026quot; data-end=\u0026quot;953\u0026quot;\u0026gt;The Director of RPS is responsible for stabilizing, leading, and optimizing the established RPS business line while serving as a key partner to advisors delivering retirement plan solutions to their clients. This role is primarily focused on protecting and enhancing an existing business by creating structure, accountability, and consistency across a function that has operated without consistent leadership, while also positioning RPS as a more effective and scalable contributor to advisor-driven growth.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;955\u0026quot; data-end=\u0026quot;1407\u0026quot;\u0026gt;This includes establishing operating rhythm, clear ownership, performance visibility, and disciplined execution against business goals. In parallel, this role plays a critical role in enabling growth by strengthening how RPS supports advisors in winning and expanding retirement plan relationships through strong plan design, RFP support, and consistent execution—ultimately improving conversion, retention, and overall performance of the RPS business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an in-person, Exempt level position in our Addison,TX office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This leader will ensure strong execution against business targets by:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Effectively managing and retaining the current book of business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting advisors in winning and servicing retirement plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing leadership and direction to a small internal RPS team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bringing discipline and clarity to a function operating without a defined strategy\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This is a critical role in protecting an important revenue stream for the firm and ensuring RPS effectively supports broader advisor-driven growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;KEY RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;RPS Business Leadership \u0026amp;amp; Execution\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide leadership and direction to the RPS function, establishing clarity in priorities, roles, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own execution against the RPS annual growth goal ensuring accountability, clear tracking, forecasting and intervention when performance is off-track.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring structure and discipline to a function that currently lacks defined strategy and operating rhythm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor performance and proactively address gaps to ensure targets are met\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Advisor Support \u0026amp;amp; Plan Growth Enablement\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with advisors to support retirement plan opportunities, including RFPs, plan design, and positioning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a subject matter expert to help advisors win and retain retirement plan business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure RPS is effectively integrated into the advisor workflow as a support function\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve consistency and quality of proposal and client-facing materials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Client \u0026amp;amp; Plan Management\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee management of approximately $1B in retirement plan assets across ~200 plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure high-quality servicing, governance, and client experience across all plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive retention of existing plans through proactive engagement and service delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Standardize service models and expectations across clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Team Leadership\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and develop a small team (relationship managers and administrative support)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operate as a player-coach—willing to engage directly in plan support, advisor enablement, and client situations when needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish clear roles, performance expectations, and accountability standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide coaching and day-to-day leadership to improve team effectiveness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure appropriate resource allocation to support advisor needs and client demands\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Operational Discipline \u0026amp;amp; Process Improvement\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Implement consistent processes for plan management, advisor support, and internal coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve efficiency and clarity in how work flows through the RPS function\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and address operational gaps impacting performance or client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Risk \u0026amp;amp; Compliance\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to ERISA, DOL, and IRS requirements in partnership with Compliance and Legal\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain strong fiduciary standards, documentation practices, and governance processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;REQUIREMENTS:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in retirement plan services, institutional consulting, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing and servicing retirement plan business (not solely sales-focused roles)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to lead small teams and drive execution in under-structured environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to step into under-structured environments and create clarity, process, and accountability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in advisor-led or distributed sales models (preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of ERISA, fiduciary standards, and plan governance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to partner effectively with advisors and act as a technical expert in retirement plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational and execution skills; able to bring structure and discipline to ambiguous situations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AIF / AIFA, CPFA, CEBS, CFA, CFP, or comparable retirement/benefits designations (Preferred)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Success Profile\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What Success Looks Like in 6–12 Months\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Business Performance\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;RPS meets or exceeds ~$175M annual objective\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear visibility into pipeline, plan retention, and performance drivers\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Stability \u0026amp;amp; Structure\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Defined operating rhythm (reporting, pipeline reviews, advisor engagement)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear roles and accountability across the RPS team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reduced dependency on ad hoc or reactive work\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Enablement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advisors consistently engage RPS earlier and more effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improved win rates and quality of plan proposals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;RPS is seen as a value-add partner—not an administrative function\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Retention \u0026amp;amp; Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong retention across ~200 plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistent service model and client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fewer escalations or service gaps\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Team Effectiveness\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Team operates with clarity, ownership, and improved output\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leader successfully balances coaching with execution\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ideal Candidate Profile\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operator first, strategist second\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable in ambiguity; creates structure quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong retirement plan expertise (ERISA, fiduciary, plan design)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative and advisor-friendly (not territorial or sales-driven)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to be hands-on and solve problems directly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Brings calm, disciplined leadership to an under-defined environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.\u0026amp;nbsp; Typical reporting relationships are described, but actual relationships may vary in some instances.\u0026amp;nbsp; This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042304002,"name":"Retirement Plan Services","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4027141002,"name":"Addison, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8517481002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6402363002,"location":{"name":"Dansville, NY"},"metadata":null,"id":8517481002,"updated_at":"2026-06-03T13:01:18-04:00","requisition_id":"665","title":"Front Desk Associate/Service Associate Hybrid","company_name":"Allworth Financial","first_published":"2026-04-21T19:30:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. The Front Desk Associate is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments and various office needs. In addition, the Service Associate works closely with advisors to deliver the best client experience. Service Associates are critical to the service delivery and provide a high-touch experience with our clients.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, non-exempt position based in Dansville, NY, with an expectation of working on-site five days per week. The base salary range for this role is $50,000–$55,000 annually.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver exceptional service in every client interaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Greet and assist our clients and guests with service requests and appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with advisor team to set and achieve high service standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure a seamless onboarding experience and work with clients to set a great first impression\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Remove roadblocks for clients and focus on ease of doing business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver customized service with each client and demonstrate ownership for every request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate client appointments, process requests received from advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answer phone calls and emails from clients; follow up on client requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Submit transaction requests to processing team to ensure completion and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle multiple advisors’ book of business and complex service situations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand department workflows, policies and procedures to submit requests correctly and timely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify process improvements and partners with leaders to implement changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides notary services for client transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and stock refreshments for the office daily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help with snacks, beverages and meals as needed for the office staff or clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct incoming client phone calls to appropriate departments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage office supplies and restock as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receive all deliveries and route to the appropriate recipient\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain satisfactory attendance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Suggest and embrace process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focus on quality and accuracy of work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Any other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Passion for excellent service and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 1 year of financial services industry and client service experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strict attention to detail with high quality results\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and prioritize work daily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and embraces change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills and ability to meet all deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player and approachable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient with Microsoft Office and navigation of systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/BA degree or equivalent work experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4051958002,"name":"Dansville, NY","location":"Dansville, NY","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8534843002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408605002,"location":{"name":"Dallas, Texas, United States"},"metadata":null,"id":8534843002,"updated_at":"2026-05-29T16:43:47-04:00","requisition_id":"667","title":"Regional VP, Wealth Management Consultant","company_name":"Allworth Financial","first_published":"2026-05-05T20:34:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial, the 4\u0026lt;sup\u0026gt;th\u0026lt;/sup\u0026gt; fastest growing RIA in America, is seeking an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Financial Advisor, New Business position works closely with qualified prospects provided by our inside sales team, engaging with these prospects to understand their needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives. There is no cold calling.\u0026amp;nbsp; Once they have completed their part of the process, the client is warm transferred to a Financial Advisor in their local market.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate is a natural relationship builder with a proven track record of success building trust and closing new business. Excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. In addition, you will develop and maintain business relationships with Allworth’s financial advisor professionals so that as a team, you will provide excellent client service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, exempt position\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;that will require a combination of remote and in person work.\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Review prospect’s detailed information with our sales team and determine suitability for both the firm and the prospect\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare an agenda for phone/virtual meeting with the prospective client.\u0026amp;nbsp; The focus of this first meeting is to gather information and conduct a more extensive discovery overview\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage with and identify prospective client needs.\u0026amp;nbsp; Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Learn and understand local Allworth advisors’ capabilities, areas of expertise, and growth goals to partner with them for the right prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned Allworth advisor in a timely fashion and to ultimately achieve new business success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive work environment and culture and consistently demonstrate Allworth’s guiding principles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with support teams to establish relationships and secure accounts with new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become a subject matter expert on Allworth’s integrated services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is preferred.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be or willing to become Series 7 and 63/65, and Life insurance licensed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of client-facing wealth management or financial planning experience is required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three plus years of proven success closing new business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BA/BS or master’s degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with technology is required; experience with specific tools is a plus:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;MoneyGuidePro, Salesforce, Tamarac, Zoom or similar.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with the ability to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position pays a base plus variable compensation.\u0026amp;nbsp; Base is $75K-125K with a total target compensation of $150k-300K based on performance.\u0026amp;nbsp; Additionally we offer a full benefit package, which includes medical, dental, vision, 401k with match, PTO and holiday pay.\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4076400002,"name":"Sales","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4027141002,"name":"Addison, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8552266002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6415926002,"location":{"name":"Folsom, California, United States"},"metadata":null,"id":8552266002,"updated_at":"2026-05-15T14:15:49-04:00","requisition_id":"672","title":"Retirement Plan Services- Senior Associate ","company_name":"Allworth Financial","first_published":"2026-05-15T14:15:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Services-Senior Associate provides diversified administrative support to the Retirement Plan Service division within a fast-growing company that prioritizes associate success. This position will assist with qualified retirement plan specific tasks as well as non-technical data management.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a Non-Exempt position, reporting to the Director of Retirement Plan Services and requires in-office work in our Folsom, CA office. This position has a base salary ranging from $70,000 to $75,000 annually depending on the candidate\u0026#39;s experience and is eligible for an annual bonus based on their performance and the companies.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist the Retirement Plan Service Team in the daily operations of maintaining a book of qualified plan business using multiple CRM platforms, onboarding new business, gathering plan level data, and periodic projects in support of the division’s strategic plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate directly with multiple financial advisors to onboard and service new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work directly with Advisor and Custodian/Recordkeeper on investment changes, website access, gathering investment activity and data reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with acquisition/partner related tasks and projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for entering Salesforce opportunities\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;and maintaining accurate data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with weekly and month-end processes, including reconciliation and reporting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with accounts receivable in the generation of invoices on a quarterly basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare service agreements and custodian change forms as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Will eventually be part of the incoming call queue for Retirement Plan Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with internal departments to support backend processes, including building and maintaining Retirement Plan Services (RPS) infrastructure within Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work cross-functionally with internal teams to prepare and manage client retirement plan documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain strong working relationships with Advisors to support client servicing needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate directly with clients via phone and email to provide support and enhance the overall client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take initiative to learn and grow within Retirement Plan Services, demonstrating a willingness to take on increasing responsibilities and challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other administrative tasks and projects as assigned\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to obtain the Retirement Plan Fundamentals (RPF) designation within the first 6 months of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of one year experience in the qualified retirement plan industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to collaborate effectively across departments and work in a team-oriented environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM systems and retirement plan recordkeeper platforms a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;PC and Microsoft Office proficiency, specifically Excel, Adobe and Power Point skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to handle confidential information with discretion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with the ability to suggest efficiencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keen ability to multi-task, adaptable to various competing demands and demonstrate the highest level of customer service and response.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to take direction, but also to exercise judgement and independent thought.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong, polished writing skills to ensure professional communications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel to conferences and client meetings if needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Remain knowledgeable of the industry and recent updates/legislation/changes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands and fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4051778002,"name":"Integrated Services","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4022631002,"name":"Folsom, CA","location":"Folsom, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8555138002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417187002,"location":{"name":"Denton, Texas, United States"},"metadata":null,"id":8555138002,"updated_at":"2026-05-18T13:18:50-04:00","requisition_id":"673","title":"Service Administrator","company_name":"Allworth Financial","first_published":"2026-05-18T13:14:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. Service Administrators work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, exempt role based out of our Denton, TX office and requires 5 days of in-office work.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Client Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary liaison for clients, providing exceptional service and proactively addressing client needs and inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and nurture long-term client relationships, understanding their financial goals, preferences, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Anticipate client needs, manage escalated issues, and ensure timely and accurate communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside advisors to educate clients on available services, online tools, and other resources to enhance their experience and engagement with the firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand department workflows, policies, and procedures to submit requests correctly and timely\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reports to the Service Team Lead, providing feedback, and mentoring associates within the Service teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent, high-quality service and fostering a client-centered culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement and refine client service processes to increase efficiency and enhance the overall client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with regulatory and firm standards for client communication, documentation, and account management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with internal teams, including advisory and operations, to resolve complex client requests and streamline service delivery\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Advanced Account Management \u0026amp;amp; Oversight\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate execution of trades, account transactions, and client distributions while maintaining strong data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with custodians and back-office teams to troubleshoot issues, manage account transfers, and ensure seamless account maintenance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operations\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures a seamless onboarding experience and works with clients to set a great first impression\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates client appointments, processes requests received from advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides notary services for client transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieves high quality and accuracy of work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answers phone calls and emails from clients, always following up with each client\u0026#39;s request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and processes client paperwork\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in the Financial Services industry, preferably at an RIA or Wealth management firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, business, or a related field; advanced certifications (e.g., CFP®, CFA®) preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong relationship management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in CRM systems, custodial platforms, and financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership abilities with a track record of process improvement and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, problem-solving, and analytical skills with a high level of accuracy and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced understanding of regulatory requirements for RIAs, including familiarity with SEC and FINRA guidelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and prioritize work daily with frequent interruptions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible and embraces change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player and approachable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient with Microsoft Office applications required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4133161002,"name":"Denton, TX","location":"Denton, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8544406002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6395642002,"location":{"name":"Walnut Creek, California, United States"},"metadata":null,"id":8544406002,"updated_at":"2026-06-02T18:56:11-04:00","requisition_id":"663","title":"Service Administrator","company_name":"Allworth Financial","first_published":"2026-05-11T16:08:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. Service Administrators work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, Exempt role based out of our Walnut Creek, CA office and requires 5 days of in-office work. This position has a budgeted salary of $80,000-$90,000, which will be based on the candidates experience. In addition, this position is eligible for an annual bonus based on their performance and the companies.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Client Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary liaison for clients, providing exceptional service and proactively addressing client needs and inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and nurture long-term client relationships, understanding their financial goals, preferences, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Anticipate client needs, manage escalated issues, and ensure timely and accurate communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside advisors to educate clients on available services, online tools, and other resources to enhance their experience and engagement with the firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand department workflows, policies, and procedures to submit requests correctly and timely\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reports to the Service Team Lead, providing feedback, and mentoring associates within the Service teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent, high-quality service and fostering a client-centered culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement and refine client service processes to increase efficiency and enhance the overall client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with regulatory and firm standards for client communication, documentation, and account management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with internal teams, including advisory and operations, to resolve complex client requests and streamline service delivery\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Advanced Account Management \u0026amp;amp; Oversight\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate execution of trades, account transactions, and client distributions while maintaining strong data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with custodians and back-office teams to troubleshoot issues, manage account transfers, and ensure seamless account maintenance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operations\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures a seamless onboarding experience and works with clients to set a great first impression\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates client appointments, processes requests received from advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides notary services for client transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieves high quality and accuracy of work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answers phone calls and emails from clients, always following up with each client\u0026#39;s request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and processes client paperwork\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in the Financial Services industry, preferably at an RIA or Wealth management firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, business, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong relationship management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in CRM systems, custodial platforms, and financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership abilities with a track record of process improvement and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, problem-solving, and analytical skills with a high level of accuracy and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced understanding of regulatory requirements for RIAs, including familiarity with SEC and FINRA guidelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and prioritize work daily with frequent interruptions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible and embraces change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player and approachable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient with Microsoft Office applications required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4040881002,"name":"Walnut Creek, CA","location":"Walnut Creek, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8546090002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413529002,"location":{"name":"220 Norwood Park South, Norwood, MA 02062"},"metadata":null,"id":8546090002,"updated_at":"2026-05-13T11:36:35-04:00","requisition_id":"670","title":"Service Administrator","company_name":"Allworth Financial","first_published":"2026-05-12T18:00:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. Service Administrators work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, exempt role based out of our Norwood, MA office and requires 5 days of in-office work.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Client Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary liaison for clients, providing exceptional service and proactively addressing client needs and inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and nurture long-term client relationships, understanding their financial goals, preferences, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Anticipate client needs, manage escalated issues, and ensure timely and accurate communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside advisors to educate clients on available services, online tools, and other resources to enhance their experience and engagement with the firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand department workflows, policies, and procedures to submit requests correctly and timely\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reports to the Service Team Lead, providing feedback, and mentoring associates within the Service teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent, high-quality service and fostering a client-centered culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement and refine client service processes to increase efficiency and enhance the overall client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with regulatory and firm standards for client communication, documentation, and account management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with internal teams, including advisory and operations, to resolve complex client requests and streamline service delivery\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Advanced Account Management \u0026amp;amp; Oversight\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate execution of trades, account transactions, and client distributions while maintaining strong data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with custodians and back-office teams to troubleshoot issues, manage account transfers, and ensure seamless account maintenance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operations\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures a seamless onboarding experience and works with clients to set a great first impression\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates client appointments, processes requests received from advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides notary services for client transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieves high quality and accuracy of work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answers phone calls and emails from clients, always following up with each client\u0026#39;s request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares and processes client paperwork\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in the Financial Services industry, preferably at an RIA or Wealth management firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, business, or a related field; advanced certifications (e.g., CFP®, CFA®) preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong relationship management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in CRM systems, custodial platforms, and financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership abilities with a track record of process improvement and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, problem-solving, and analytical skills with a high level of accuracy and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced understanding of regulatory requirements for RIAs, including familiarity with SEC and FINRA guidelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and prioritize work daily with frequent interruptions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible and embraces change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player and approachable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient with Microsoft Office applications required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4105364002,"name":"Norwood, MA","location":"220 Norwood Park South, Norwood, MA 02062","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8559247002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417187002,"location":{"name":"Denton, Texas, United States"},"metadata":null,"id":8559247002,"updated_at":"2026-05-20T23:26:40-04:00","requisition_id":"673","title":"Service Associate","company_name":"Allworth Financial","first_published":"2026-05-20T23:26:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, Non-Exempt role based out of our Denton, TX office and requires 5 days of in-office work.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and manage client appointments, ensuring all logistics and documentation are prepared.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process client requests, including account transactions, and paperwork in compliance with firm procedures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the onboarding process for new clients, ensuring a smooth and positive first experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide notary services for client transactions as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in maintaining accurate client records and ensure all documentation is up to date.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with financial advisors to understand client preferences and goals and help relay that information accurately.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1-3 years of experience in a client-facing administrative role within the financial services industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/BA degree preferred – GED required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills with the ability to manage client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of regulatory requirements and industry best practices is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented with a strong focus on accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multitask and prioritize in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Office Suite.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4133161002,"name":"Denton, TX","location":"Denton, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8552118002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6415854002,"location":{"name":"Dallas, Texas, United States"},"metadata":null,"id":8552118002,"updated_at":"2026-05-15T13:32:21-04:00","requisition_id":"671","title":"Sr. Data Engineer","company_name":"Allworth Financial","first_published":"2026-05-15T13:32:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an opportunity to join a high growth business as the Data Engineer. The position will work with the Analytics \u0026amp;amp; Insights team at Allworth Financial to optimize the company’s existing data infrastructure to support a robust data analytics and reporting structure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Senior Data Engineer, or similarly experienced data modernization professional, to help guide the next stage of our data platform evolution. This role will support the modernization of legacy SQL-based processes into scalable, maintainable cloud data pipelines, while also helping us identify architectural gaps, improve engineering standards, and mature our data governance practices.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has broad hands-on experience across data engineering, cloud data platforms, ETL/ELT design, data modeling, orchestration, performance tuning, data quality, and governance. We are looking for someone who can both build and advise: someone who can write production-quality pipelines, review existing architecture, mentor team members, and point out the risks, patterns, and opportunities we may not yet know to look for.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This person will play a key role in helping us move from legacy stored procedures and fragmented reporting processes toward a more reliable, transparent, and well-governed modern data architecture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a full-time Exempt location. Ideal candidate will be able to work hybrid work schedule in our Addison office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, build, and optimize data pipelines using PySpark, Delta Lake, SQL, and cloud-based data engineering tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve data pipeline reliability, observability, logging, error handling, and restartability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review existing notebooks, SQL scripts, data models, and orchestration workflows for maintainability and performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Guide best practices for Azure Synapse, Spark, Delta Lake, data lake storage, and related cloud data services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify architectural gaps, technical debt, and modernization risks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help design and implement data quality checks, reconciliation processes, and validation frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support development of canonical IDs, master data patterns, and entity resolution processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with data cataloging, lineage, metadata management, and governance practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with business stakeholders to understand reporting, analytics, and data product requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help structure scalable data models for BI tools such as ThoughtSpot, Power BI, or similar platforms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor data team members and help raise the overall engineering maturity of the team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide guidance on what we may be overlooking in areas such as security, performance, cost, governance, orchestration, testing, and long-term maintainability.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of professional experience in data engineering, analytics engineering, data architecture, or a closely related role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong SQL skills, including stored procedures, joins, window functions, CTEs, merge logic, and performance tuning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with PySpark or distributed data processing frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing and maintaining ETL/ELT pipelines in a cloud environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with data lake or lakehouse architecture, including Delta Lake or similar table formats.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of data modeling concepts, including dimensional modeling, staging layers, curated layers, and semantic/reporting models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with pipeline orchestration, scheduling, dependency management, and failure recovery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to troubleshoot data quality issues, pipeline failures, schema drift, performance bottlenecks, and source system inconsistencies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with modern data governance concepts, including cataloging, lineage, ownership, access control, data definitions, and data quality monitoring.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate clearly with both technical and non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience reviewing existing systems and recommending practical, incremental improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Azure Synapse Analytics, Azure Data Lake Storage, Microsoft Fabric, Azure Data Factory, or related Azure data services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4092411002,"name":"Analytics and Insights","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4027141002,"name":"Addison, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null},{"id":4022631002,"name":"Folsom, CA","location":"Folsom, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8500861002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6395642002,"location":{"name":"Walnut Creek, California, United States"},"metadata":null,"id":8500861002,"updated_at":"2026-06-02T18:56:40-04:00","requisition_id":"663","title":"Sr. Service Associate","company_name":"Allworth Financial","first_published":"2026-04-09T15:48:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, Non-Exempt role based out of our Walnut Creek, CA office and requires 5 days of in-office work. This position has a budgeted salary of $70,000-$85,000, which will be based on the candidates experience. In addition, this position is eligible for an annual bonus based on their performance and the companies.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and manage client appointments, ensuring all logistics and documentation are prepared.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process client requests, including account transactions, and paperwork in compliance with firm procedures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the onboarding process for new clients, ensuring a smooth and positive first experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide notary services for client transactions as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in maintaining accurate client records and ensure all documentation is up to date.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with financial advisors to understand client preferences and goals and help relay that information accurately.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5-8 years of experience in a client-facing administrative role within the financial services industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/BA degree preferred – GED required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills with the ability to manage client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of regulatory requirements and industry best practices is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented with a strong focus on accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multitask and prioritize in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Office Suite.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL REQUIREMENTS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works in an office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requires extended periods of sitting or standing at a desk, talking on the phone, and typing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally move about inside the office to access file cabinets, office equipment, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;May carry or lift weight up to 10 lbs. in very limited occurrences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042296002,"name":"Allworth Financial","child_ids":[4091213002,4070326002,4104932002,4092407002,4092408002,4092409002,4092410002,4092411002,4042299002,4117038002,4057500002,4042305002,4042304002,4042303002,4042302002,4042300002,4042298002,4042297002,4076400002,4076992002,4042301002,4051778002],"parent_id":null}],"offices":[{"id":4040881002,"name":"Walnut Creek, CA","location":"Walnut Creek, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8567020002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6421860002,"location":{"name":"Folsom, California, United States"},"metadata":null,"id":8567020002,"updated_at":"2026-05-27T15:30:44-04:00","requisition_id":"678","title":"Tax Manager","company_name":"Allworth Financial","first_published":"2026-05-27T15:30:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h1\u0026gt;SUMMARY:\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;We’re currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or Pleasant Hill, CA offices. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a full-time, Exempt role based out of Folsom, CA. This position is a hybrid role if you are located near one of our offices.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The base salary range for this role is $100,000-$150,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;DUTIES AND RESPONSIBILITIES:\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review situations and transactions to determine federal, state and local filing requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and respond to IRS, state, and local tax agency notices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in internal strategy discussions with clients and collaborate with their financial advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and resolve client tax related questions and issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Performs other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;QUALIFICATIONS:\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;BS/BA Degree, accounting preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid CPA license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;6+ years individual, trust and gift tax return preparation and review experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in income tax planning and compliance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Multi-state tax preparation/filing experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Form 1041 Trust \u0026amp;amp; Estate and Form 709 Gift return experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Excel and other software skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intuit Lacerte tax software experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent oral and written communication skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal and client service skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle multiple priorities, clients and tight deadlines\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4092406002,"name":"Tax Solutions","child_ids":[],"parent_id":4042308002}],"offices":[{"id":4022631002,"name":"Folsom, CA","location":"Folsom, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8572033002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6423843002,"location":{"name":"Folsom, California, United States"},"metadata":null,"id":8572033002,"updated_at":"2026-06-01T12:18:15-04:00","requisition_id":"679","title":"Tax Preparer","company_name":"Allworth Financial","first_published":"2026-05-29T17:20:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;SUMMARY\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We’re currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a full-time, exempt position that will report into the Folsom, CA office. The base salary range is $80-85K\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;DUTIES AND RESPONSIBILITIES\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Apply technical knowledge to prepare and review individual income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review situations and transactions to determine federal, state and local filing requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and respond to IRS, state, and local tax agency notices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in tax strategy discussions with clients and collaborate with their financial advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and resolve client tax related questions and issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Performs other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;QUALIFICATIONS\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;BS/BA Degree, accounting preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Current CPA license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years individual tax preparation experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in income tax planning and compliance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Multi-state tax preparation/filing experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Form 1041 Trust \u0026amp;amp; Estate and Form 709 Gift return experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Excel and other software skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intuit Lacerte tax software experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent oral and written communication skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal and client service skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle multiple priorities, clients and tight deadlines\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4042308002,"name":"Allworth Tax Solutions","child_ids":[4092406002],"parent_id":null}],"offices":[{"id":4022631002,"name":"Folsom, CA","location":"Folsom, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/allworthfinancial/jobs/8556498002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417743002,"location":{"name":"Dallas, Texas, United States"},"metadata":null,"id":8556498002,"updated_at":"2026-05-19T11:16:38-04:00","requisition_id":"675","title":"Wealth Management Associate","company_name":"Allworth Financial","first_published":"2026-05-19T11:16:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Allworth Financial (\u0026lt;a href=\u0026quot;http://www.allworthfinancial.com/\u0026quot;\u0026gt;www.allworthfinancial.com\u0026lt;/a\u0026gt;) 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s Top 40 RIA in 2024.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY: \u0026lt;/strong\u0026gt;The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promote and sell Allworth’s financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients and are responsible for prompt meeting scheduling, accurate and timely data gathering and client deliverables, and generally overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Wealth Management Associate reports directly to the Head of Custodial Referral Programs but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner; (2) Coordinate with all internal and external parties to make sure each step of the sales cycle is completed in an optimal timeframe; and (3) Oversee the onboarding process to ensure a superior client experience and new business success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;First point of contact (25%)\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure introductory meeting is scheduled in a timely manner and in coordination with all involved parties\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gather and document initial client case information to facilitate the introductory meeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adhere to best-in-class response and turnaround times both initially and throughout the new business process\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Sales cycle oversight (40%) \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Ongoing sales support (35%)\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain superior knowledge of program-specific rules of engagement and systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help to oversee assigned regional pipelines of new business opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide data management and systems-related support to assigned sales reps\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Report on the effectiveness of regional sales activity and tactics to leadership, as requested\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Willingness to travel up to 10%\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;EXPERIENCE AND QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-year degree in finance, business or related\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of sales support or related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client service or relationship management experience a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of Salesforce or a similar CRM a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to effectively manage multiple projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Well organized and with excellent attention to detail, including basic proofreading skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and within a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to learn about - and work compliantly within - the financial services industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OSHA REQUIREMENT: \u0026lt;/strong\u0026gt;This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;BENEFITS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dental insurance with MetLife\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision insurance\u0026amp;nbsp;with VSP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optional supplemental benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthcare savings accounts with company contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible spending accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous 401K contributions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exempt associates qualify for our flexible paid time off policy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;11 Paid Holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future growth opportunities within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Benefits are available to full-time associates who work more than 30 hours a week.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Allworth Financial participates in E-Verify. \u0026lt;a href=\u0026quot;https://allworthfinancial.sharepoint.com/:b:/g/hr/EQjxE5ppwANNuyy0O0pN6zAB31QuCQawPxYbA6tOQ9FYMQ?e=eZyPEX\u0026quot;\u0026gt;Click here for more information.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California residents,\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://drive.google.com/file/d/1OjracqHFtVLMuKDnS5h4gLFgTYUmzm_W/view?usp=sharing\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;click here for our privacy policy\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4076400002,"name":"Sales","child_ids":[],"parent_id":4042296002}],"offices":[{"id":4027141002,"name":"Addison, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":14}}