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:
The Practice Growth Consultant role is the tip of the change management spear as our firm embarks on our evolution of how we operate and the value we deliver to clients. The role is responsible for driving Advisor adoption on several key areas of Practice Management (e.g., Financial Planning, leveraging tools to drive client value, AUM growth strategies, etc.) through training, coaching, and inspiring behavioral change. The role requires best-in-class relationship management, communication, and leadership skills to effectively run this change management initiative. The ideal candidate is experienced in relationship-based sales, managing a book of business, and has a proven track record in coaching & developing Financial Advisors and/or Consultants. Allworth Financial is continuously expanding our tool set and value proposition - making learning agility, a growth mindset, and a strong sense of urgency a few additional core competencies.
This is a full-time, exempt hybrid position, reporting into our Folsom, CA office.
The base salary range for this role is $150,000-$175,000 annual base salary.
DUTIES AND RESPONSIBILITIES:
- Develop a deep understanding of the Allworth advisor network, our firms value proposition, and the tools that enable Advisors ability to deliver it.
- Deliver key practice management concepts and tools to financial advisors and field leadership. Such as, but not limited to:
- Financial Planning and leveraging Money Guide Pro holistically
- Leveraging a wide suite of investment strategies
- Tax Planning and leveraging Holistiplan to discuss potential tax saving strategies
- Estate Planning and leveraging Wealth.com to help clients establish and review key legal documents
- AUM Growth strategies & generating referrals & COIs
- Client communication plans
- Serve as a mentor and resource to advisors, providing coaching and training on the above areas to drive efficiency & effectiveness.
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key SMEs in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Directors and cross-functional teams to work closely to drive adoption of initiatives and achieve business goals.
- Utilize data and analytics to identify practice growth opportunities and inform advisor coaching strategies.
- Act as a subject matter expert on the Practice Management tools, products and capabilities specifically associated with Client Engagement, Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Planning.
- Partner with L&D in the build out useful advisor content and drive adoption of evolving technology platforms and act as a change agent for transformation in the advisor experience.
- Deliver both one on one and workshop-based presentations and training.
- Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs.
- Play a key role in the initial onboarding/training of new members of the Financial Services department through Allworth Academy & partnership with our Integrations team.
- Proactively look for new ways for our Advisors to evolve their dialogue model skills, knowledge & use of tool set, and sales acumen to focus on AUM growth & retention.
- Evangelize Advisor best practices throughout the organization.
- Collaborate with the Practice Management team and other Practice Growth Consultants to support firm strategic initiatives, thought leadership, and drive advisor adoption and innovation.
- Willingness to travel up to 25-50%.
QUALIFICATIONS:
- 10 + years of total experience in the Financial Services industry with at least 5 years of experience as a Financial Advisor or Financial Consultant
- 5+ years of experience in coaching & developing Financial Advisors/Consultants
- Formal training in sales dialogue models such as Professional Selling Skills, Miller-Heiman, Cannon Financial, etc.
- Strong interpersonal skills and an innate ability to build immediate rapport with advisors
- Proven track record of regional sales leadership, including outstanding internal and external relationship management, and driving new business success.
- Strong financial planning and investment management knowledge
- Series 65 or combination Series 7 and Series 66 licenses are preferred
- Qualified credential, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), Cannon Wealth Strategist (CWS), strongly preferred
- Working knowledge of Salesforce or a similar CRM a plus
- Superior relationship management, communication, and presentation skills
- Excellent time management and organizational skills in a fast-paced environment
- Strong analytical and critical thinking skills.
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.
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