Allworth Financial

Financial Advisor

Allworth Financial

3 months ago
Atlanta, GA, United States
Onsite
Full Time
Medior
1 applicant
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Allworth Financial
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About this role

Allworth Financial is hiring a growth-oriented Financial Advisor for its Kennesaw, GA office to deliver fiduciary financial planning and build client relationships in a collaborative, in‑office environment. The role provides a modest transitioned book of business for early momentum while emphasizing active lead engagement and long-term growth. Advisors are supported by integrated planning resources including wealth, estate, insurance, and tax planning teams.

Skills

Qualifications

CFP®ChFC®Series 65Series 66
Allworth Financial

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.

About Allworth Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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