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← Allworth Financial

Regional Practice Growth Consultant

Allworth Financial
Location
Dallas, Texas, United States; Indianapolis, Indiana, United States; Phoenix, Arizona, United States
Posted
2 months ago
What they actually want (must-haves)
  • 10+ years of experience in financial services
  • At least 5 years as a Financial Advisor or Financial Consultant
  • 5+ years of experience coaching or developing Financial Advisors
  • Demonstrated success in sales leadership or practice growth
  • Strong knowledge of financial planning and investment management
  • Excellent relationship management and communication skills
Nice to have
  • Working knowledge of Salesforce or a similar CRM
  • Series 65, or a combination of Series 7 and Series 66
  • Professional designations such as CFP, ChFC, PFS, CFA, CIC, CWS, or EA
What the job really is

The Regional Practice Growth Consultant at Allworth Financial is responsible for coaching financial advisors to enhance their practice management skills and improve client engagement. This role involves collaborating with advisors and field leaders to implement effective strategies, utilizing data analytics to identify growth opportunities, and delivering training and mentorship. The position requires a strong background in financial services and a passion for helping advisors succeed.

Benefits
  • Medical insurance options
  • Dental insurance
  • Vision insurance
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
Things to weigh
  • Travel requirement of up to 25%-50%
  • No specific salary listed, only base salary plus bonus
  • Role involves significant coaching and change leadership, which may require adaptability to different advisor needs
Job score2.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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