What are the responsibilities and job description for the Associate Advisor position at Allworth Airline Advisors (Formerly RAA)?
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
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:
Benefits are available to full-time associates who work more than 30 hours a week.
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.
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California residents, click here for our privacy policy.
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 clients.
- Performs various tasks and research relating to casework for our clients.
- Assists with future and existing client communication
- Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.
- Attends company events, including workshops and seminars.
- Takes appropriate steps to obtain the CFP® designation.
- BS/BA in Business Finance, Economics, or related field
- In pursuit of CFP® designation
- Self-starter, with the ability to work independently
- Strong communication, teamwork, and relationship-building skills
- Demonstrates ability to learn related financial and office programs and systems
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:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.