Summary. The Senior Associate, Performance Reporting & Platform Support, plays a pivotal role in the execution and oversight of investment operations processes, acting as a bridge between the front office (portfolio management, trading) and back office (custody, accounting, reporting). This role supports trade lifecycle management, portfolio data integrity, system reconciliation, and operational risk mitigation. The ideal candidate will have an i...
Summary. 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...
Summary. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full...
About Allworth. Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. The firm is known for its direct, client-first approach to financial planning. Allworth delivers both long- and short-term investment strategies to help clients achieve their financial goals and prepare strategically for retirement. Headquartered in Sacramento, C...
Summary. We’re currently seeking a Staff Tax Accountant for our Pleasant Hill CA office. This is a full-time, Exempt role based out of Pleasant Hill. The pay range is $85,000-$95,000. Duties And Responsibilities. During tax season, work closely with firm's Sr. Partners and Managers to review large volume of Individual, partnership, and corporate income tax returns. Preparation of tax returns of various complexities. Assist with IRS/State tax noti...
Summary. We’re currently seeking a Tax Manager for our Pleasant Hill CA office. This is a full-time, Exempt role based out of Pleasant Hill. The pay range is $130,000-$150,000. Duties And Responsibilities. Work closely with partners to manage a dedicated book of clients. Clients will be a mixture of Individuals and Entities (Corps, S-corps, Partnerships, Trust, nonprofits). Help, meet and communicate with clients. Prepare and review various types...
Summary Of The Position. The Service Team Lead will report directly to the Service Manager or Director of Service and will provide direct support to Advisors as well as Financial Service Team leaders. The Service Team Lead is responsible for leading, managing and coaching assigned service team members. The Service Team Lead is a member of the Service leadership team. This role is a professional who is service driven, thinks creatively and works t...
The Senior Wealth Planner is a critical member of Allworth’s Advanced Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients. This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, along with the ability to navigate the unique needs of clients with highly complex financial situations. The Senio...
The Financial Services department of Allworth Financial is looking for an Senior Wealth Planner to add to its growing team to provide integrated financial services to our clients, including estate planning. The Senior Wealth Planner will provide complex estate planning analysis, document review, and strategic recommendations for high‑net‑worth clients. The role ensures clients’ estate plans align with their legacy, tax, and philanthropic objectiv...
Summary. The Direct Business Team Lead is responsible for the daily operations of the Direct Business Operations team. This role ensures service levels are met, workflows are managed efficiently, and team members receive the coaching and support necessary to succeed. The Direct Business Team Lead serves as the bridge between the Director of Direct Business Operations and frontline associates, ensuring consistency, accountability, and operational ...
Summary. Our Service Team consistently strives for service excellence. The Service Associate – Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will coll...
Summary. The Associate Advisor provides internal support to our Financial Advisors as part of a centralized planning team to provide ongoing service and advice to our on-plan asset management clients. This position requires in office work in the Tucson, AZ office. Duties And Responsibilities. Shadows Financial Advisor future and existing client appointments to gain valuable training. Creates and helps implement financial plans for existing client...
