RVP, Client Acquisition Specialist
5 days ago
Allworth Financial, a leading financial services firm, is seeking an experienced Financial Advisor to join our team. As a key member of our organization, you will play a critical role in driving business growth and delivering exceptional client experiences.
Key Responsibilities- Develop and maintain relationships with qualified prospects, identifying their needs and presenting our value proposition.
- Collaborate with our sales team to review prospect information and determine suitability for both the firm and the prospect.
- Prepare and present comprehensive plans to achieve clients' financial objectives, working closely with our financial advisor professionals.
- 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.
- 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.
We offer a competitive compensation package, including a base salary of $75K-125K and a total target compensation of $150k-300K based on performance. Additionally, we provide a full benefit package, which includes medical, dental, vision, 401k with match, PTO and holiday pay.
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