Service Associate
Allworth Financial
About this role
The Direct Business Associate supports the daily operations of Allworth Financial's Direct Business department by processing client account requests, ensuring compliance, and providing excellent service. The role involves collaboration with team members to maintain operational efficiency and improve processes, within a fast-paced financial advisory environment.
Skills
About Allworth Financial
allworthfinancial.comAllworth 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.
Recent company news
Cincinnati EnquirerAllworth Advice | Making the transition from growth to preservation
3 days ago
connectmoney.comAllworth Teams with RISR to Roll Out Business-Owner Planning Services
3 weeks ago
PR NewswireAllworth Financial Strengthens Up-Market Capabilities in Boston Through FSA Wealth Management Acquisition
Dec 2, 2025
Family Wealth ReportWho's Moving Where In Wealth Management? – Allworth Financial, Uniting Wealth Partners, Others
Sep 17, 2025
WealthManagement.comPrime Capital, Allworth Acquire $500M-Plus RIAs
1 month ago
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Allworth Financial.
Salary
$55k – $60k
per year