Allworth Financial Jobs Hiring Now
Allworth Financial is hiring for 7 open roles on Migrate Mate as of July 16, 2026, concentrated in accounting and account management, with listed salaries up to about $175,000. Migrate Mate updates Allworth Financial's live openings daily. Allworth Financial is a fee-only financial planning and wealth management firm serving individuals and families across the United States.
Find Allworth Financial JobsOverview
Allworth Financial hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 7
- Top team
- Accounting
- Seniority
- Mid to senior level
- Work type
- 57% remote or hybrid
- Top location
- Dallas
- Salary range
- $55,000–$175,000
Listed salaries for Allworth Financial roles on Migrate Mate range from about $55,000 to $175,000 per year across 7 open roles, as of July 16, 2026.
Open Roles at Allworth Financial
Showing 7 of 7+ Allworth Financial jobs
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
Our Service Team consistently strives for service excellence. The Front Desk Associate is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments and various office needs. In addition, the Service Associate works closely with advisors to deliver the best client experience. Service Associates are critical to the service delivery and provide a high-touch experience with our clients..
This is a full-time, non-exempt position based in our Bel Air, MD office and requires five days per week on-site. This position has an expected base salary ranging from $55k-$58k, with the potential for an annual bonus based on the employees' performance and the companies.
DUTIES AND RESPONSIBILITIES
- Deliver exceptional service in every client interaction
- Greet and assist our clients and guests with service requests and appointments
- Partners with advisor team to set and achieve high service standards
- Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments
- Ensure a seamless onboarding experience and work with clients to set a great first impression
- Remove roadblocks for clients and focus on ease of doing business
- Deliver customized service with each client and demonstrate ownership for every request
- Coordinate client appointments, process requests received from advisors and clients
- Answer phone calls and emails from clients; follow up on client requests
- Submit transaction requests to processing team to ensure completion and accuracy
- Ability to handle multiple advisors' book of business and complex service situations
- Understand department workflows, policies and procedures to submit requests correctly and timely
- Identify process improvements and partners with leaders to implement changes
- Provides notary services for client transactions
- Prepare and stock refreshments for the office daily
- Help with snacks, beverages and meals as needed for the office staff or clients
- Direct incoming client phone calls to appropriate departments
- Manage office supplies and restock as needed
- Receive all deliveries and route to the appropriate recipient
- Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed
- Maintain satisfactory attendance
- Suggest and embrace process improvements
- Focus on quality and accuracy of work
- Any other duties as assigned
QUALIFICATIONS
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Minimum 1 year of financial services industry and client service experience preferred
- Strict attention to detail with high quality results
- Ability to multi-task and prioritize work daily
- Flexibility and embraces change
- Strong organizational skills and ability to meet all deadlines
- Strong team player and approachable
- High degree of professionalism
- Proficient with Microsoft Office and navigation of systems
- BS/BA degree or equivalent work experience preferred
PHYSICAL REQUIREMENTS
- Works in an office environment
- Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
- Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
- Occasionally move about inside the office to access file cabinets, office equipment, etc.
- May carry or lift weight up to 10 lbs. in very limited occurrences
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- 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
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY:
Our Service Team consistently strives for service excellence. The Front Desk Associate is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments and various office needs. In addition, the Service Associate works closely with advisors to deliver the best client experience. Service Associates are critical to the service delivery and provide a high-touch experience with our clients..
This is a full-time, non-exempt position based in our Bel Air, MD office and requires five days per week on-site. This position has an expected base salary ranging from $55k-$58k, with the potential for an annual bonus based on the employees' performance and the companies.
DUTIES AND RESPONSIBILITIES
- Deliver exceptional service in every client interaction
- Greet and assist our clients and guests with service requests and appointments
- Partners with advisor team to set and achieve high service standards
- Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments
- Ensure a seamless onboarding experience and work with clients to set a great first impression
- Remove roadblocks for clients and focus on ease of doing business
- Deliver customized service with each client and demonstrate ownership for every request
- Coordinate client appointments, process requests received from advisors and clients
- Answer phone calls and emails from clients; follow up on client requests
- Submit transaction requests to processing team to ensure completion and accuracy
- Ability to handle multiple advisors' book of business and complex service situations
- Understand department workflows, policies and procedures to submit requests correctly and timely
- Identify process improvements and partners with leaders to implement changes
- Provides notary services for client transactions
- Prepare and stock refreshments for the office daily
- Help with snacks, beverages and meals as needed for the office staff or clients
- Direct incoming client phone calls to appropriate departments
- Manage office supplies and restock as needed
- Receive all deliveries and route to the appropriate recipient
- Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed
- Maintain satisfactory attendance
- Suggest and embrace process improvements
- Focus on quality and accuracy of work
- Any other duties as assigned
QUALIFICATIONS
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Minimum 1 year of financial services industry and client service experience preferred
- Strict attention to detail with high quality results
- Ability to multi-task and prioritize work daily
- Flexibility and embraces change
- Strong organizational skills and ability to meet all deadlines
- Strong team player and approachable
- High degree of professionalism
- Proficient with Microsoft Office and navigation of systems
- BS/BA degree or equivalent work experience preferred
PHYSICAL REQUIREMENTS
- Works in an office environment
- Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
- Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
- Occasionally move about inside the office to access file cabinets, office equipment, etc.
- May carry or lift weight up to 10 lbs. in very limited occurrences
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- 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
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Job Roles at Allworth Financial
Working at Allworth Financial
Allworth Financial's 7 open roles are mid to senior level, and about 57% are remote or hybrid. The most active teams are accounting and account management. Allworth Financial is a fee-only financial planning and wealth management firm that provides retirement planning, investment management, and tax advisory services to individual and family clients. The firm hires across wealth management, financial planning, tax, client services, data engineering, and practice growth functions. Most Allworth Financial roles are based in Dallas, with some in Sacramento and Boston.
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Browse jobs by roleAllworth Financial Jobs: Frequently Asked Questions
How many jobs is Allworth Financial hiring for right now?
Allworth Financial is hiring for 7 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in accounting and account management. Roles span wealth management, financial planning, tax, client services, and data engineering, ranging from client-facing associate positions to regional vice president and senior consulting roles.
What kinds of roles does Allworth Financial hire for?
The most active teams are accounting and account management. Allworth Financial posts roles across wealth management, tax advisory, practice growth consulting, client services, and data engineering. Most postings are mid to senior level, with titles such as Wealth Management Associate, Tax Manager, Regional VP, and Senior Data Engineer appearing regularly on Migrate Mate.
Are Allworth Financial jobs remote or in-person?
Mostly remote. About 57% of Allworth Financial's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Dallas. Each Allworth Financial listing shows its work location so you can filter before applying.
How do I apply to a job at Allworth Financial?
Find an open role at Allworth Financial on Migrate Mate, then follow the listing directly through to Allworth Financial's own application process. Allworth Financial manages its own hiring, so your application, interviews, and offer are handled entirely by their internal recruiting team.
What do Allworth Financial jobs pay?
Listed salaries for Allworth Financial roles on Migrate Mate range from about $55,000 to $175,000 per year as of July 16, 2026, with most postings at mid to senior level. Exact pay is set by Allworth Financial and shown on each listing.
Does Allworth Financial hire entry-level?
Most of Allworth Financial's open roles on Migrate Mate are mid to senior level as of July 16, 2026. Entry-level openings are limited. Check individual Allworth Financial listings for stated experience requirements.
Where is Allworth Financial hiring?
Most Allworth Financial roles are based in Dallas, with some in Sacramento and Boston, and about 57% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.