Future Client Specialist

Allworth Financial; United States; A distancia; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K

Paid time off

Descripción de la vacante

Allworth Financial is seeking a Future Client Specialist to engage prospective clients and educate them on the value Allworth can bring to their financial lives. This role serves as a first contact, channels leads, and connects clients with the right advisor.

You will work with a collaborative sales team to establish trust, understand client needs, and move qualified opportunities to the external sales team, while delivering a personalized experience.

Formación

• 2+ years of measured success in a sales environment.
• Demonstrated ability to uncover client needs and recommend appropriate solutions.
• Strong objection-handling and problem-solving skills.
• Exceptional verbal and written communication skills, including active listening and relationship-building prowess.
• Willingness to learn about—and work compliantly within—the financial services industry.

Responsabilidades

• Engage prospective clients across multiple lead channels with professional, consultative conversations.
• Communicate Allworth’s value proposition clearly to prospective clients, including high-net-worth individuals.
• Identify needs and advance highly qualified opportunities to the external sales team.
• Maintain accurate prospective client data in CRM and adhere to established sales processes.

Conocimientos

Sales experience

Active listening

Communication

Relationship building

Compliance awareness

CRM familiarity

Prospecting

Herramientas

Salesforce

CRM software

Descripción del empleo

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

Summary:

The Future Client Specialist professional reports directly to the Director of Future Client Development and is responsible for driving organic growth by engaging and educating prospective clients on the value Allworth Financial can bring to their financial lives. Serving as an important first point of contact, this role helps prospective clients determine whether Allworth is the right fit for their financial needs and, when appropriate, connects them with the financial advisor best suited to support their goals.

The Future Client Specialist professional works actively as part of a collaborative, goal-oriented sales team to: (1) Engage prospective clients across a variety of lead channels and establish trust through thoughtful, consultative conversations; (2) Understand prospective client needs and effectively communicate Allworth’s value proposition; and (3) Determine and advance highly qualified opportunities to the assigned external sales team, helping create a seamless transition.

This role requires the ability to manage a high volume of prospective client interactions while delivering a personalized and professional experience. Successful team members combine strong sales discipline with genuine curiosity, active listening, and the ability to adapt structured talking points to create authentic conversations with individuals from a wide range of backgrounds.

DUTIES AND RESPONSIBILITIES

Prospective Client Engagement (40%)

• Serve as a primary point of contact for prospective clients across a variety of lead channels, delivering a professional and engaging first impression
• Communicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust
• Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives
• Clearly and consistently articulate Allworth’s value proposition in a client-centric and compelling manner
• Provide a high-quality prospective client experience aligned with Allworth’s standards and reputation
• Build and nurture relationships with prospective clients while identifying appropriate next steps in the sales process
• Execute a high volume of prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities
• Engage new opportunities promptly and effectively, progressing prospective clients through Allworth’s established sales process
• Consistently work toward achieving or exceeding individual and team sales goals and performance expectations
• Take ownership of assigned opportunities and exercise sound judgment in determining the most effective path toward conversion
• Effectively manage objections and prospective client concerns while maintaining momentum throughout the sales conversation
• Partner collaboratively with sales leadership and internal colleagues to maximize conversion opportunities and support broader organic growth objectives

Sales Process & Continuous Improvement (25%)

• Maintain accurate and timely prospective client information, activity, and next steps within applicable CRM and sales systems
• Adhere to established sales processes, communication standards, and best practices
• Effectively utilize CRM tools, sales enablement platforms, and digital communication systems to manage prospective client activity
• Identify opportunities to improve sales processes, messaging, and prospective client engagement
• Share insights and feedback with leadership to help strengthen sales tactics, processes, and overall team effectiveness
• Demonstrate flexibility and resilience as sales strategies, goals, and business priorities evolve

EXPERIENCE AND QUALIFICATIONS

Required

• 2+ years of measured success in a sales environment
• Demonstrated ability to uncover client needs and recommend appropriate solutions
• Strong objection-handling and problem-solving skills
• Exceptional verbal and written communication skills, including active listening and relationship-building prowess
• Willingness to learn about—and work compliantly within—the financial services industry
• Working knowledge of Salesforce or a similar CRM a plus
• Must be in good compliance standing with all applicable rules, regulations, and policies

Preferred

• Direct experience supporting direct sales or the external sales process
• Background in a high-growth RIA or multi-branch advisory firm

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurancewith VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full‑time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, and knowledge required of personnel classified in this job.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.