Advisor Growth Leader for Practice Management

Allworth Financial

Addison (TX)

Hybrid

USD 150,000 - 175,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401(k) contributions

Paid holidays

Job summary

Allworth Financial seeks a Practice Growth Consultant to lead the evolution of how we operate, driving advisor adoption of key practice management areas through training, coaching, and behavioral change.

The ideal candidate brings 10+ years in financial services and 5+ years coaching advisors, with strong relationship, communication, and leadership skills. This is a full-time, hybrid role reporting to the Folsom, CA office with inland travel up to 25–50%.

Qualifications

10+ years in Financial Services with at least 5 years as a Financial Advisor or Financial Consultant.
5+ years coaching 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 rapport with advisors.
Proven track record of regional sales leadership and driving new business success.
Strong financial planning and investment management knowledge.
Series 65 or combination Series 7 and Series 66 licenses preferred; CFP/ChFC/PFS/CFA/CIC preferred.
CRM familiarity such as Salesforce a plus.
Excellent time management and organizational skills; strong analytical abilities.

Responsibilities

Develop a deep understanding of the Allworth advisor network and value proposition.
Deliver practice management concepts and tools to financial advisors and leadership; including planning, investment strategies, and tax planning.
Mentor and train advisors to drive efficiency and effectiveness.
Field advisor requests and escalate through partnerships with key SMEs.
Create partnerships with Regional Directors to drive adoption of initiatives.
Use data analytics to identify growth opportunities and inform coaching strategies.
Act as SME on tools and capabilities related to client engagement and planning.
Onboard new members of the Financial Services department via Allworth Academy.
Travel up to 25–50%.