Client Relationship Management (40–50%)

Manage a defined set (typically 50+ client relationships) of client relationships, typically within the firm’s core client segment

Serve as a primary point of contact for assigned clients, ensuring responsiveness, follow-through, and continuity

Lead client meetings, including annual reviews and planning discussions, with appropriate coaching support as needed

Maintain a forward-looking view of each relationship, proactively identifying needs, risks, and opportunities

Ensure all client interactions reflect Allworth’s fiduciary standard of care and client-first philosophy

Financial Planning & Advisory Delivery (30–40%)

Prepare, deliver, and implement comprehensive financial plans using Allworth’s planning framework

Partner with the Wealth Planning Team and internal specialists (tax, estate, insurance) to develop holistic recommendations

Communicate planning strategies, investment updates, and recommendations clearly and confidently

Ensure plans remain aligned with client goals through ongoing monitoring and updates

Apply sound judgment in decision-making and appropriately engage additional expertise when needed

Senior Associate Advisor

Responsibilities