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© All Rights Reserved. ApplyBlast.com
Allworth Financial
A Senior Service Associate at Allworth Financial is a client-facing member of the Service team who supports the firm’s financial advisors and contributes to overall client satisfaction and operational efficiency. The role is based in the Walnut Creek office within a growing, fee-based registered investment advisory firm and emphasizes delivering high-quality client experiences while supporting business growth.
Headquarters
Folsom, California, United States
Company Size
201-500 employees
Founded
1993
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Allworth Financial.
Prime Capital, Allworth Acquire $500M-Plus RIAs
1 month ago
