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RVP, Client Acquisition Specialist
2 months ago
We are seeking an experienced Financial Advisor to join our team at Allworth Financial. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.
Key Responsibilities- Business Development: Identify and pursue new business opportunities, develop and execute sales strategies, and build relationships with key decision-makers.
- Client Relationships: Build and maintain strong relationships with clients, understand their financial needs, and provide tailored solutions to meet their goals.
- Team Collaboration: Work closely with our financial advisors, sales team, and support staff to ensure seamless execution of business development strategies.
- Market Knowledge: Stay up-to-date on market trends, competitor activity, and regulatory changes to inform business development strategies.
- Performance Metrics: Track and analyze key performance metrics, such as sales pipeline growth, client acquisition rates, and revenue growth.
- Professional Designations: Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) preferred.
- Industry Experience: Minimum 5 years of client-facing wealth management or financial planning experience.
- Business Development: Proven track record of success in business development, with a strong network of contacts and relationships.
- Communication Skills: Excellent communication, presentation, and interpersonal skills.
- Technical Skills: Proficiency in financial planning software, CRM systems, and other relevant tools.
- Competitive Compensation: Base salary range $75,000 - $125,000, with variable compensation tied to performance.
- Benefits Package: Comprehensive benefits package, including medical, dental, vision, 401(k) with match, and paid time off.
- Professional Development: Opportunities for professional growth and development, including training and education programs.
- Collaborative Environment: Collaborative and dynamic work environment, with a focus on teamwork and open communication.
