Regional Vice President, Client Acquisition

Summary

Join Allworth Financial, the 4th fastest growing RIA in America, as an experienced Financial Advisor with proven experience closing new business to join our rapidly expanding team.

Responsibilities

• Review prospect’s detailed information with our sales team and determine suitability for both the firm and the prospect
• Prepare an agenda for phone/virtual meeting with the prospective client. The focus of this first meeting is to gather information and conduct a more extensive discovery overview
• Engage with and identify prospective client needs. Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy
• Learn and understand local Allworth advisors’ capabilities, areas of expertise, and growth goals to partner with them for the right prospective clients
• Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes
• Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned Allworth advisor in a timely fashion and to ultimately achieve new business success
• Contribute to a positive work environment and culture and consistently demonstrate Allworth’s guiding principles
• Work closely with support teams to establish relationships and secure accounts with new clients
• Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info
• Become a subject matter expert on Allworth’s integrated services