RVP, Client Acquisition

3 months ago

Dallas, United States Allworth Financial Full time

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY

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

The Financial Advisor, New Business position works closely with qualified prospects provided by our inside sales team, engaging with these prospects to understand their needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives. There is no cold calling. Once they have completed their part of the process, the client is warm transferred to a Financial Advisor in their local market.

The ideal candidate is a natural relationship builder with a proven track record of success building trust and closing new business. Excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. In addition, you will develop and maintain business relationships with Allworth's financial advisor professionals so that as a team, you will provide excellent client service.

This is a full-time, exempt position that will require a combination of remote and in person work.

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.
QUALIFICATIONS
  • Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is preferred.
  • Must be or willing to become Series 7 and 63/65, and Life insurance licensed
  • Minimum 5 years of client-facing wealth management or financial planning experience is required.
  • Three plus years of proven success closing new business
  • BA/BS or master's degree preferred.
  • Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
  • Comfort with technology is required; experience with specific tools is a plus:
    • MoneyGuidePro, Salesforce, Tamarak, Zoom or similar.
  • Self-starter with the ability to work independently.
This position pays a base plus variable compensation. Base is $75K-125K with a total target compensation of $150k-300K based on performance. Additionally we offer a full benefit package, which includes medical, dental, vision, 401k with match, PTO and holiday pay.

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 (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
  • Option to participate in our Equity Purchase Program
  • 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, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.

  • Customer Acquisition Professional

    4 days ago

    Dallas, Texas, United States Three Crown Dynamics Full time

    About the RoleWe are seeking a highly talented Customer Acquisition Professional to join our team at Three Crown Dynamics. The ideal candidate will be responsible for acquiring new customers for our Home Improvement clients in the Dallas region.As a Customer Acquisition Professional, you will be responsible for identifying and pursuing new sales...

  • Mergers and Acquisitions Lawyer

    2 weeks ago

    Dallas, Texas, United States 5 Legal Full time

    5 Legal is seeking a highly experienced Mergers and Acquisitions Lawyer to join our team. As a key member of our Corporate Department, you will play a vital role in advising clients on general corporate entity matters and business transactions.About the RoleThis is an exciting opportunity to work with a reputable law firm on complex M&A transactions. The...

  • Mergers and Acquisitions Manager

    2 weeks ago

    Dallas, Texas, United States RSM US LLP Full time

    RSM US LLP is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Our exceptional professionals are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and...

  • Sales and Customer Acquisition Representative

    3 days ago

    Dallas, Texas, United States Habibi Acquisitions Full time

    Company OverviewHabibi Acquisitions is a sales and customer acquisition firm that specializes in working with clients in the residential telecommunications industries. We are looking for an experienced Business Development Representative to join our team and help us expand our business beyond Dallas.

  • Business Development Associate

    4 weeks ago

    Dallas, United States DataOne Systems LLC Full time

    DataOne employs the most talented, tenured and certified professionals in the industry. We have always maintained a customer- first business model, which has helped transform our organization into one of the industry's innovator, solution providers, and shared service experts. Be the solution. Keep clients happy. Provide intellectual value. Consistency. Be...

  • Mergers and Acquisitions Attorney

    2 weeks ago

    Dallas, Texas, United States Top Tier Reps LLC Full time

    Job Title: Mergers and Acquisitions AttorneyAbout Us:Top Tier Reps LLC, a leading national law firm, is seeking a skilled mid-level associate to join their Corporate M&A team in either Nashville or Dallas. Our client values expertise and dedication in managing complex transactions.Salary Information:The estimated annual salary for this position is $145,000 -...

  • Corporate Mergers and Acquisitions Lawyer

    4 days ago

    Dallas, Texas, United States Beacon Hill Full time

    We are working with one of the top law firms in the nation who is seeking a new M&A Associate to join their group in Dallas. This position will work with a variety of clients on large mergers and acquisitions deals. The estimated salary for this role is $180,000 - $250,000 per year, paid top of market, and offers the chance to work with several Fortune 500...

  • Mergers and Acquisitions Manager

    3 days ago

    Dallas, Texas, United States 5 Legal Full time

    Career OpportunityAre you looking for a challenging career opportunity in corporate law? Do you have a passion for mergers and acquisitions? We are seeking a talented Mergers and Acquisitions Manager to join our team at 5 Legal.In this role, you will be responsible for managing complex corporate transactions, including drafting, reviewing, and negotiating...

  • Mergers and Acquisitions Manager

    4 weeks ago

    Dallas, United States Unity Search Full time

    Unity Search has been engaged by a fast-growing, high acquisitive Dallas Healthcare company in its search for an M&A Manager.In this role, you will be a critical part of a team that leads the companies development team and will be regularly involved with the analysis, due diligence, and valuation of potential M&A targets of the company in addition to the...

  • Real Estate Acquisition Agent

    5 months ago

    Dallas, United States Hubstaff Full time

    We are a Real Estate Investment Firm that purchases distressed properties for cash. We are seeking an experienced Acquisition Agent to assist with completing more transactions! PLEASE HAVE EXPERIENCE ANALYZING SINGLE FAMILY REAL ESTATE. A PLUS IF YOU KNOW HOW TO ANALYZE COMMERCIAL REAL ESTATE SUCH AS MULTIFAMILY, OFFICE, RETAIL, ETC. The Acquisition...

  • Director of Acquisitions

    2 months ago

    Dallas, United States Expert Executive Recruiters (EER Global) Full time

    Our client a private real estate fund that offers unique alternative investment opportunities through the development, acquisition, and management of income-generating commercial real estate in growing locations across the United States, with a particular emphasis on the thriving Sun Belt cities.Position Overview:The Director of Acquisitions will lead the...

  • Director of Acquisitions

    2 months ago

    dallas, United States Expert Executive Recruiters (EER Global) Full time

    Our client a private real estate fund that offers unique alternative investment opportunities through the development, acquisition, and management of income-generating commercial real estate in growing locations across the United States, with a particular emphasis on the thriving Sun Belt cities.Position Overview:The Director of Acquisitions will lead the...

  • Director of Acquisitions

    2 months ago

    dallas, United States Expert Executive Recruiters (EER Global) Full time

    Our client a private real estate fund that offers unique alternative investment opportunities through the development, acquisition, and management of income-generating commercial real estate in growing locations across the United States, with a particular emphasis on the thriving Sun Belt cities.Position Overview:The Director of Acquisitions will lead the...

  • Customer Acquisition Specialist

    3 days ago

    Dallas, Texas, United States Sileo Full time

    Sileo is a leading provider of outsourced customer acquisition solutions, target marketing, and direct sales. We are seeking a highly motivated Sales Success Representative to join our team.This is a full-time position that offers excellent career growth and development opportunities. You will have the chance to work with our multi-billion dollar clients and...

  • Talent Acquisition Consultant

    3 weeks ago

    Dallas, Texas, United States gpac Full time

    Company Overview:">Gpac is a renowned search firm with over 30 years of experience in placing quality professionals within multiple industries across the United States. Founded in 1990, our company has grown to become one of the fastest-growing firms in the nation.">Salary:">The estimated salary for this role is between $60,000 and $150,000 per year, based...

  • Mergers and Acquisitions Director

    2 weeks ago

    Dallas, Texas, United States Jobot Full time

    Lead Attorney for Seller-Side M&A TransactionsWe are seeking an experienced attorney to lead our mergers and acquisitions team in Dallas or Austin. As a Lead Attorney, you will be responsible for managing all aspects of M&A deals, including structuring, negotiating, and executing seller-side transactions across diverse industries.Job Responsibilities:Manage...

  • Talent Acquisition

    2 weeks ago

    Dallas, United States AECOM Full time

    Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Client Relations Specialist

    4 days ago

    Dallas, Texas, United States Habibi Acquisitions Full time

    Habibi Acquisitions is committed to delivering an exceptional customer experience. We are seeking a Client Relations Trainee to join our team and contribute to our mission of providing solutions-focused, personal, and uplifting experiences for our customers.

  • Customer Acquisition Specialist

    3 days ago

    Dallas, Texas, United States Henrie Agency Full time

    As a Career Advancement Opportunity, this position at The Henrie Agency offers a chance to excel as a Customer Acquisition Specialist. We seek talented individuals who are passionate about helping others and building long-term relationships.Job DescriptionThis role involves developing and implementing strategies to acquire new customers, while maintaining...

  • Elite Client Manager

    3 weeks ago

    Dallas, Texas, United States NexBank Full time

    Key Responsibilities: As a SVP, Private Banker at NexBank, your key responsibilities will include:Managing and maintaining relationships with clients by providing concierge service, earning client trust, and developing creative solutions to meet their needs.Generating business results and acquiring new lending and depository opportunities.Generating...