Allworth Financial

About Allworth Financial

Allworth Financial is a leading independent investment financial advisory firm, established in 1993, that has grown to manage approximately $34 billion in assets for over 25,000 clients nationwide. They provide comprehensive financial and retirement planning education, offering services that span investments, tax planning, estate services, and insurance. Allworth Financial operates with a client-centric philosophy, prioritizing fiduciary responsibility and transparent, fee-based guidance to ensure client interests come first. Their approach is an alternative to traditional sales-focused models, emphasizing trust and alignment with client goals.

How We Work

Allworth Financial fosters a positive and supportive culture, with a focus on collaboration and employee well-being. The firm emphasizes a client-centric approach, which extends to valuing their employees and ensuring a smooth integration process during acquisitions. They actively work to maintain a collaborative and creative environment where every team member is encouraged to contribute to processes, decisions, planning, and company culture. Allworth Financial has also adapted to flexible working arrangements, including remote work opportunities.

Innovation at Allworth Financial

Allworth Financial integrates technology into its strategy to offer sophisticated financial planning and investment solutions. They leverage AI for advanced investment tactics like tax loss harvesting and portfolio monitoring, while also valuing the personal touch of human advisors. The company is actively exploring and implementing modern technologies, including AI/ML, automation frameworks, and low-code platforms, to drive innovation and operational excellence. They aim to build and support data migration and conversion efforts related to acquisitions and business process optimization. Their technical environment focuses on efficiency, scalability, security, and compliance. Allworth Financial collaborates with external partners and offshore vendors to enhance their technological capabilities and evaluate new tools that improve both client and associate experiences.

Why Join Us

• Drive impactful technological advancements across finance, marketing, and operations, shaping the future of financial advisory services.
• Contribute to a rapidly growing, private equity-backed firm recognized for employee and client satisfaction.
• Work in a collaborative environment that encourages innovation, offering flexible work arrangements and opportunities for professional growth.
• Lead cross-functional initiatives, from AI-driven automations to strategic CRM enhancements, making a tangible difference in client acquisition and experience.

Benefits & Perks

• Competitive base pay and extensive benefits package.
• Medical insurance (Blue Shield PPOs and HDHP with HSA, Kaiser HMO for California associates).
• Dental insurance with MetLife and Vision insurance with VSP.
• Healthcare savings accounts with company contribution and flexible spending accounts.
• Generous 401K contributions.
• Flexible paid time off policy for exempt associates and 15 days annually for non-exempt associates during the first three years, plus 11 paid holidays.
• Option to participate in an Equity Purchase Program.
• Flexible working arrangements.