Advisor Growth Leader for Practice Management

Allworth Financial; Addison (TX); Hybrid; USD 150,000 - 175,000; Full time

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%.

Skills

Relationship management

Sales leadership

Financial planning

Investment management

Communication skills

Coaching & mentoring

CRM experience

Time management

Analytical thinking

Sales dialogue training

Tools

Salesforce

Job description

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%.