Practice Growth Consultant

Duties and Responsibilities

• Develop a deep understanding of the Allworth advisor network, our firm’s 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

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

• 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