Job Description

Allworth Financial Marketing Dallas, Texas, United States; Folsom, California, United States

Allworth Financial ( ) 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.

Overview

Allworth Financial is seeking an Associate Creative Director who thrives on bringing ideas to life from concept to execution. This role sits at the heart of our creative process, combining campaign development, collaboration with design, and high-quality writing across multiple formats.

The ideal candidate is a conceptual thinker whos also an exceptional writersomeone who can generate ideas, craft messaging, and work closely with designers and marketing partners to create cohesive, high-impact campaigns. Roughly 60% of this role involves creative collaboration and development, while about 40% focuses on writing and content creation.

Youll help shape brand stories, refine campaign narratives, and play an integral role in producing creative work that inspires, informs, and drives results.

Responsibilities

• Collaborate with copy, design, marketing, and leadership to develop campaign ideas and creative concepts.
• Contribute to brainstorming sessions and help translate ideas into cohesive visual and verbal storytelling.
• Conduct audience, competitive, and industry research to inform creative direction and messaging.
• Conduct interviews and independent research to develop content requiring specialized or in-depth knowledge.
• Work cross-functionally with sales, product, and marketing teams to ensure alignment, accuracy, and consistency in messaging.
• Manage and support creative projects from initial concept through completionincluding research, writing, editing, stakeholder feedback, and production handoff.
• Collaborate with content strategists and project leads to build and manage content calendars, ensuring timely delivery of campaigns.
• Conduct audience and market research to inform creative direction and messaging.
• Build and refine PowerPoint/Keynote decks that communicate campaign concepts and creative rationale.
• Partner with design to ensure visuals and copy work seamlessly together.
• Leverage AI and modern creative tools to ideate, prototype, and refine creative work efficiently.

Content Creation (40%)

• Write clear, engaging, and on-brand copy across channels from digital, social, video to email, presentation, and print.
• Develop campaign messaging, taglines, and content frameworks that align with brand goals.
• Translate complex or technical topicsespecially financial conceptsinto clear, approachable, and engaging language for target audiences.
• Create sales enablement content that supports marketing objectives and helps lower customer acquisition costs.
• Edit and refine content to ensure consistency of tone, clarity, and creative excellence.
• Ensure all written materials support the broader creative strategy and campaign objectives.

Core Competencies

• Exceptional command of grammar, tone, and style; meticulous editing and proofreading ability.
• Ability to distill complex financial or technical topics into simple, relatable messages.
• Highly organized with excellent time management and attention to detail.
• Comfortable balancing multiple priorities and meeting deadlines without compromising creative quality.
• Collaborative mindset, thriving in cross-functional, fast-paced environments.
• Strong presentation and communication skills, with an ability to convey creative ideas clearly and confidently.

Qualifications

• 7-10 years of experience in creative marketing or related roles (5+ years agency experiencepreferred).
• Bachelors degree in marketing, communications, or related discipline required.
• Strong portfolio showcasing conceptual thinking and high-quality writing across diverse channels (experience in the financial sector a plus).
• Proven success collaborating with cross-functional teams (sales, product, creative, and leadership).
• Experience using project management tools such as Monday.com, Asana, ProofHub, Clarizen, or Basecamp.
• Ability to move fluidly between idea generation, collaboration, and execution.
• Proficiency in presentation tools (PowerPoint, Keynote, Google Slides).
• Familiarity with creative collaboration tools (Adobe Creative Suite, Canva, Figma).
• Experience using AI tools to enhance creative development and content creation.
• Excellent communication, organization, and teamwork skills.
• Strong research and interviewing skills to support in-depth storytelling and concept development.
• Portfolio of original creative work required.

The above statements describe the general nature and level of work being performed in this role. This job description is not an exhaustive list of all responsibilities, duties, skills, or qualifications required for this position.

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 insurancewith 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
• 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.

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