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Allworth Financial · 1 day ago

Financial Advisor

Phoenix, AZ

Full-time

Onsite

Senior Level

5+ years exp

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. They are seeking an experienced, relationship-driven Financial Advisor to join their Phoenix, Arizona office, where the advisor will lead client relationships and deliver comprehensive financial planning solutions.

AdviceFinancial ServicesRetirement

H1B Sponsor Likely

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

CFP®ChFC® designationClient-facing wealth managementFinancial planning toolsSeries 65Leadership presenceProfessionalismTeam-oriented environmentCRM systemsHigh emotional intelligence

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 Financial

Allworth Financial is an investment advisory firm that provides financial and retirement planning education.

Founded in 1993

Folsom, California, USA

201-500 employees

https://allworthfinancial.com

H1B Sponsorship

Allworth Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2022 (1)