Job Description
About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
About Allworth Financial:
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:
Work with the VP Finance Business Partnering to analyze and recommend actions for the firm’s organic growth and financial results
This is a full-time, hybrid position. Applicants must be able to work in the Addison/Dallas, TX office.
This is an Exempt position.
DUTIES AND RESPONSIBILITIES:
Analyze new client pipeline results, including key milestone volumes and conversion rates
Communicate insights on performance and recommend practical changes that will result in performance improvement
Analyze the financial impact of changes in advisor compensation and/or new compensation programs
Develop new and enhance existing reporting
Partner with Procurement team to analyze the financial impact of vendor contracts
Partner with Facilities team to track and analyze the financial impacts of office remodels and relocations
Prepare and analyze monthly financial results, including budget-to-actual and forecast-to-actual variances, and clearly communicate key drivers to senior leadership
Develop financial models and scenario analyses to support strategic initiatives, investment decisions, resource allocation, and business planning
Perform ad hoc analyses to answer complex business questions and support executive decision-making
Develop executive-ready presentations and financial materials that translate complex details into clear conclusions and actionable recommendations
EXPERIENCE AND QUALIFICATIONS:
Experience within wealth management, financial advisory, asset management, banking, insurance, or another financial-services environment preferred
Strong written and verbal communication skills, including the ability to present financial information effectively to non-finance audiences
High attention to detail while maintaining the ability to see the broader business and strategic implications of financial results
Ability to analyze large and complex datasets and translate findings into concise, actionable business insights
Comfortable operating in a growing organization where requirements, processes, and systems will change
REQUIREMENTS:
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
4+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, financial analysis, or analytics role
Proficiency in Microsoft Excel, Microsoft PowerPoint, financial modeling, scenario analysis, working with large and complex datasets, and AI tools
Demonstrated ability to develop financial models and translate financial and operational data into meaningful business insights
Strong analytical and problem-solving skills with the ability to identify key performance drivers, trends, risks, and opportunities
Experience preparing management reporting, financial analyses, and presentations for senior leadership
Strong written and verbal communication skills, with the ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders
This is a hybrid role, with 3-4 days in-office
This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.
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.
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.
