RVP, Client Acquisition Specialist

4 weeks ago

Cincinnati, Ohio, United States Allworth Financial Full time
About Allworth Financial

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

Job Summary

We are seeking an experienced Financial Advisor with a proven track record of closing new business to join our rapidly expanding team. As a Financial Advisor, New Business, you will work 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.

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, focusing on gathering information and conducting a more extensive discovery overview
  • Engage with and identify prospective client needs, establishing 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, consistently demonstrating 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 information
  • 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
Benefits
  • 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

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