OptiTalent · Job Finder
Jobs in United States
15 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.
1–15 of 15 jobs
Counts are paused for a minute after many searches; results are still current.
Branch Office Administrator
9 days agoAllworth Financial · Norwood Park South, Massachusetts, United States
Mid level$22.00 – $30.00 an hourAdministrationDelivering positive, reliable and memorable phone service experiences to our wealth management clients; Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have; Re-stock supplies, beverages and…
Financial Controller
11 days agoAllworth Financial · Dallas, Texas, United States
HybridFull-timeFinanceAllworth 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…
Associate Advisor
3 weeks agoAllworth Financial · Atlanta, Georgia, United States
On-siteEntry levelThe Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients. This role is designed for individuals who are…
Head of Client Experience
4 weeks agoAllworth Financial · Dallas, Texas, United States +2
DirectorCustomer success & supportDefine the Client Experience vision, strategy, roadmap, and annual priorities.; Own the firmwide client experience charter and operating model.; Lead Client Experience governance across advisory teams, operations, technology, marketing, compliance, investments, and planning.;…
Tax Client Service Representative
4 weeks agoAllworth Financial · Lynnfield, Massachusetts, United States
Entry levelFrom $29.00 an hourCustomer success & supportOur Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.
Service Associate
4 weeks agoAllworth Financial · Dallas, Texas, United States
Full-timeEntry levelFinanceOur Service Team consistently strives for service excellence. The Service Associate – Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with…
Equity Trader and Research Analyst
4 weeks agoAllworth Financial · Cincinnati, Ohio, United States
FinanceThis role has two functions: equity trading and research. This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios. This involves…
Options Specialist and Equity Trader
5 weeks agoAllworth Financial · Cincinnati, Ohio, United States +2
FinanceThis role has two functions: options management and equity trading. This person will be responsible for structuring, executing, and monitoring the firm's options strategies. Additionally, they will explain strategy rationale and risk and reward in plain language to advisors and…
Sr. Service Associate
6 weeks agoAllworth Financial · Folsom, California, United States
Full-timeSenior$70K – $85K a yearFinanceOur Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This…
Service Associate
7 weeks agoAllworth Financial · Walnut Creek, California, United States
Full-timeEntry level$34.60 – $35.58 an hourFinanceOur Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving…
Senior Staff Accountant
8 weeks agoAllworth Financial · Walnut Creek, California, United States
HybridFull-timeSenior$115K – $135K a yearFinanceWe’re currently seeking an experienced Senior Tax Accountant for our Walnut Creek office. The Senior Tax Accountant is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.…
Staff Accountant
8 weeks agoAllworth Financial · Walnut Creek, California, United States
HybridFull-time$68K – $78K a yearFinanceWe are seeking an organized, detail-oriented Entry-Level Tax Staff Accountant to join our Walnut Creek office. This position supports the preparation of individual, business and trust tax returns, as well as related client deliverables.
Performance Marketing Manager
2 months agoAllworth Financial · Dallas, Texas, United States
ManagerMarketingAllworth 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…
Senior Wealth Planner
2 months agoAllworth Financial · Cincinnati, Ohio, United States +3
SeniorOperationsThe Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families.
Regional Practice Growth Consultant
4 months agoAllworth Financial · Dallas, Texas, United States +2
MarketingThis is a high-impact coaching and change leadership role for a candidate who knows how to help financial advisors grow. The Practice Growth Consultant partners with advisors, field leaders, and key business partners to accelerate adoption of practice management strategies,…
Updated 07 Nov 2026 10:21 UTC from the OptiTalent job library.