allworthfinancial

Guided Solutions Financial Advisor

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At a Glance

Location
Dallas, Texas, United States
Posted
2026-08-13T13:43:12-04:00

Key Requirements

Required Skills

CRMSalesforce

Domain Knowledge

  • Finance
  • Healthcare
  • Insurance
  • Medical

Benefits & Perks

Health Insurance

lifornia associates Dental insurance with MetLife Vision insurance with VSP

Requirements

Minimum one to three years of client-facing wealth management or financial planning experience.

Strong leadership presence with the ability to influence, mentor, and model best practices.

Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.

Embraces a data-driven, technology-forward approach to client engagement and daily activity management.

Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Responsibilities

Client Leadership & Relationship Management

Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.

Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.

Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

Financial Planning & Advisory Delivery

Deliver comprehensive financial planning using Allworth’s 7 Personal Decision Points™ framework.