Financial Advisor

Financial Advisor

Allworth Financial, one of the fastest growing RIA's in America, is seeking a growth-oriented, relationship-driven Financial Advisor to join our Denver, CO office. This is a fully in-office role designed for an advisor who thrives in a collaborative environment, enjoys building new client relationships, and is motivated by long-term growth.

This position offers a strong foundation for success, including a modest transition of existing client relationships. These relationships are intended to provide early momentum while allowing the advisor to demonstrate capability, earn trust, and assume responsibility over time. Importantly, this role is not built on inheritance alone — the ideal candidate is eager to actively engage new leads, grow relationships, and expand their book of business.

This is an exempt position with an annual base salary range of $100,000 to $150,000. In addition to base compensation, this role is eligible for incentive compensation, which may range from $10,000 to $300,000 annually, based on individual production and performance. Final base salary will be determined by factors including experience, qualifications, skills, and overall alignment with the role's responsibilities. This is a full-time role with in-office expectations.

At Allworth, advisors deliver comprehensive, fiduciary financial planning without pressure to sell proprietary products. Advisors are supported by a fully integrated planning platform, including:

• Wealth Planning Team
• Estate Planning Resources
• Associate Advisor Support
• Insurance Planning
• Tax Planning

Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and client satisfaction.

Key responsibilities include:

• Client Growth & Relationship Management
• Financial Planning & Advisory Delivery
• Collaboration & Office Engagement
• Communication & Documentation

Requirements include:

• CFP® or ChFC® designation required.
• Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum three years of client-facing financial planning or wealth management experience.
• Demonstrated success or strong aptitude in business development, lead conversion, and relationship growth.
• Confident communicator with the ability to build trust quickly in an in-office environment.
• Self-motivated, proactive, and comfortable being accountable for growth outcomes.
• Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

Benefits include:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company