Allworth Airline Advisors (Formerly RAA) · 1 day ago
Financial Advisor
Phoenix, AZ
Full-time
Onsite
Senior Level
5+ years expAllworth Financial is one of the fastest growing RIA's in America, seeking an experienced, relationship-driven Financial Advisor to join their Phoenix, Arizona office. This role involves leading client relationships, delivering comprehensive financial planning, and contributing to a collaborative office culture.
Financial Services
Responsibilities
Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management
Build and sustain long-term client relationships through trust, credibility, and consistent delivery of high-quality advice
Demonstrate sound judgment and confidence in guiding clients through complex financial decisions
Deliver comprehensive financial planning using Allworth’s 7 Personal Decision Points™ framework
Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans
Leverage integrated services—including Estate Planning, Insurance Planning, and Tax Planning—to support holistic client outcomes
Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards
Maintain a strong in-office presence and serve as a collaborative, engaged member of the Phoenix team
Lead by example in professionalism, preparation, and client experience
Actively contribute to office culture, collaboration, and shared accountability
Support team initiatives, mentoring, and knowledge sharing as appropriate
Communicate planning strategies, recommendations, and investment updates clearly and confidently
Maintain accurate documentation and follow-up in Allworth’s CRM system
Provide thoughtful feedback to leadership to support continuous improvement
Qualification
Required
CFP® or ChFC® designation required
Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required)
Minimum five years of client-facing wealth management or financial planning experience
Demonstrated ability to operate independently while collaborating effectively within a team
Strong leadership presence with the ability to influence, mentor, and model best practices
High emotional intelligence, professionalism, and discretion
Thrives in an in-office, team-oriented environment
Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred)
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)
Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity
Recent News
2025-10-11
Company data provided by crunchbase