Regional Practice Growth Coach

Allworth Airline Advisors (Formerly RAA); Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Paid Time Off

Holidays

Equity Purchase Program

Flexible working arrangements

Travel up to 50%

Job summary

Allworth Airline Advisors (Formerly RAA) is seeking a Practice Growth Consultant to mentor financial advisors, partners, and field leaders. The role focuses on accelerating adoption of practice management strategies, boosting advisor effectiveness, and increasing client value through trusted coaching and execution.

You will collaborate with Regional Directors, cross-functional teams, and the Integrations group to design growth plans, use data to diagnose needs, and deliver both one-on-one

Qualifications

• 10+ years of experience in financial services, including at least 5 years as a Financial Advisor or Financial Consultant.
• 5+ years of experience coaching, developing, or leading Financial Advisors and/or Consultants.
• Demonstrated success in sales leadership, practice growth, advisor development, or field enablement.
• Strong knowledge of financial planning, investment management, and practice management strategies.
• Formal training in sales dialogue or consultative selling models such as Professional Selling Skills, Miller Heiman, Cannon Financial, or similar frameworks.
• Excellent relationship management, communication, presentation, and facilitation skills.
• Strong analytical, organizational, and critical thinking capabilities in a fast-paced environment.
• Working knowledge of Salesforce or a similar CRM is a plus.
• Series 65, or a combination of Series 7 and Series 66, is preferred.
• Professional designations such as CFP, ChFC, PFS, CFA, CIC, CWS, or EA are strongly preferred.

Responsibilities

• Build a deep understanding of the Allworth advisor network, the firm’s value proposition, and the tools that help advisors deliver it effectively.
• Coach advisors and field leadership on core practice management capabilities, including financial planning, investment solutions, tax planning, estate planning, insurance planning, client communication, sales process, and AUM growth strategies.
• Drive adoption of key platforms and planning tools, including MoneyGuide Pro, Holistiplan, Wealth.com, and other solutions that enhance client value and advisor productivity.
• Serve as a trusted mentor and resource to advisors by providing high-quality coaching, practical guidance, and field-ready best practices.
• Partner with Regional Directors and advisors to build business plans and action steps designed to meet and exceed growth goals and key performance indicators.
• Use data and analytics to identify opportunities, diagnose practice growth needs, and tailor coaching strategies for individual advisors and teams.
• Field advisor questions and determine the best path for resolution or escalation in partnership with Product, Planning, Technology, and other subject matter experts.
• Collaborate with Learning & Development to help shape useful advisor content and enable adoption of evolving technology and business practices.
• Deliver both one-on-one coaching and workshop-based training in a way that is credible, practical, and motivating.
• Support onboarding and training for new members of the Financial Services organization through Allworth Academy and partnership with the Integrations team.
• Evangelize advisor best practices across the organization and contribute to thought leadership, innovation, and strategic initiatives across Practice Management.

Skills

Coaching

Financial services knowledge

Sales leadership

Analytical thinking

Relationship management

Education

Series 65

CFP or CFA

Tools

Salesforce CRM

Job description

Allworth Airline Advisors (Formerly RAA) is seeking a Practice Growth Consultant to mentor financial advisors, partners, and field leaders. The role focuses on accelerating adoption of practice management strategies, boosting advisor effectiveness, and increasing client value through trusted coaching and execution.

You will collaborate with Regional Directors, cross-functional teams, and the Integrations group to design growth plans, use data to diagnose needs, and deliver both one-on-one