allworthfinancial

Financial Advisor

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At a Glance

Location
Walnut Creek, California, United States
Posted
2026-08-11T16:49:57-04:00

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

CFP® or ChFC® designation required.

Minimum five years of client-facing wealth management or financial planning experience.

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

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

Dental insurance with MetLife

Responsibilities

Client Leadership & Relationship Management

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.

Financial Planning & Advisory Delivery

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