Regional VP, Wealth Management Consultant

Responsibilities

• Review prospect’s detailed information with our sales team and determine suitability for both the firm and the prospect
• Create an agenda for phone/virtual meeting with the prospective client. The focus of this first meeting is to gather information and conduct a more extensive discovery overview
• Engage with and identify prospective client needs. Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy
• Learn and understand local Allworth advisors’ capabilities, areas of expertise, and growth goals to partner with them for the right prospective clients
• Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned Allworth advisor in a timely fashion and to ultimately achieve new business success
• Contribute to a positive work environment and culture and consistently demonstrate Allworth’s guiding principles
• Work closely with support teams to establish relationships and secure accounts with new clients
• Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info
• Become a subject matter expert on Allworth’s integrated services

Qualifications

• Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is preferred
• Must be or willing to become Series 7 and 63/65, and Life insurance licensed
• Minimum 5 years of client-facing wealth management or financial planning experience is required
• Three plus years of proven success closing new business
• BA/BS or master’s degree preferred
• Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills
• Comfort with technology is required; experience with specific tools is a plus: MoneyGuidePro, Salesforce, Tamarac, Zoom or similar
• Self-starter with the ability to work independently

Benefits

• Base pay range: $75K-125K with a total target compensation of $150k-300K based on performance
• Full benefit package including medical, dental, vision, 401k with match, PTO and holiday pay
• Generous 401K contributions