Practice Growth Consultant
$150,000–$175,000 year
HybridFolsom, California, United States
Job Summary
Drive advisor adoption on key practice management areas including Financial Planning, AUM growth strategies, tax planning, and estate planning through training, coaching, and behavioral change. Serve as a subject matter expert on Allworth's tool set, delivering one-on-one and workshop-based presentations while mentoring advisors to evolve dialogue models and sales acumen. Create strategic partnerships with Regional Directors and cross-functional teams to execute business plans that achieve KPIs, and utilize data analytics to identify practice growth opportunities. Act as a change agent for technology platform adoption, collaborating with L&D to build advisor content and support the onboarding of new Financial Services department members. Travel up to 50% to support these initiatives across the firm.
Required Qualifications
- 10 + years of total experience in the Financial Services industry
- 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
- Qualified credential, such as Certified Financial PlannerTM (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), Cannon Wealth Strategist (CWS)
- Superior relationship management, communication, and presentation skills
- Excellent time management and organizational skills in a fast-paced environment
- Strong analytical and critical thinking skills
- Willingness to travel up to 25-50%
Desired Qualifications
- Series 65 or combination Series 7 and Series 66 licenses are preferred
- Qualified credential, such as Certified Financial PlannerTM (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
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