Integrations Practice Growth Coach — Advisor Onboarding

Allworthfinancial; Waltham (MA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Flexible working arrangements

Generous 401K contributions

Healthcare savings accounts

Job summary

Allworth Financial in Waltham, Massachusetts is seeking a Practice Growth Consultant - Integrations to support the transition of newly acquired firms into the Allworth ecosystem. The role focuses on coaching and integration strategies tailored to each firm's unique needs.

This full-time position requires extensive experience in financial services, practice management, and strong facilitation skills. Benefits include competitive pay, medical, dental, vision insurance, and flexible work arrangements.

Qualifications

• 10+ years of experience in financial services, preferably retail wealth management.
• Experience in advisor coaching and practice management.
• Strong facilitation skills and ability to customize training.

Responsibilities

• Serve as a primary partner for newly acquired firms during integration.
• Conduct 1:1 coaching, team-based training, and workshops.
• Manage relationships with advisors and build trust.

Skills

Financial services experience

Advisor coaching

Practice management

Sales leadership

Change management

Workshop facilitation

Education

10+ years financial services experience

Series 65 or Series 7 and 66 licenses

Certified Financial Planner (CFP) or similar

Tools

Salesforce

Job description

Allworth Financial in Waltham, Massachusetts is seeking a Practice Growth Consultant - Integrations to support the transition of newly acquired firms into the Allworth ecosystem. The role focuses on coaching and integration strategies tailored to each firm's unique needs.

This full-time position requires extensive experience in financial services, practice management, and strong facilitation skills. Benefits include competitive pay, medical, dental, vision insurance, and flexible work arrangements.