Associate Advisor jobs in United States
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Allworth Airline Advisors (Formerly RAA) · 20 hours ago

Associate Advisor

positionSt Louis, MO
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $90K/yr

Allworth Airline Advisors is focused on providing exceptional service and advice to their clients. The Associate Advisor will support the planning process, collaborate across departments, and help ensure clients feel informed and confident in their financial future.

Financial Services

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

Qualification

CFP® designationChFCBS/BA in FinanceFinancial planning expertiseLearn programsCommunication skillsTeamwork skillsRelationship-building skillsSelf-starter

Required

BS/BA in Business Finance, Economics, or related field
Has obtained their 65, 7/66 or ChFC
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

Benefits

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

Company

Allworth Airline Advisors (Formerly RAA)

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Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
dateFounded in 1991
location
Addison, Texas, USA
people-size11-50 employees
web-link
http://raa.com/

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity

Recent News

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2025-10-11
Company data provided by crunchbase