Senior Wealth Management Strategist

3 weeks ago

Union, Kentucky, United States Allworth Financial Full time

Company Overview

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

The company 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. With a multi-billion dollar firm and a prestigious "Circle of Excellence" award from the National Business Research Institute, Allworth is considered a great place to work.

Job Description

We are seeking an experienced Financial Advisor with proven experience 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.

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.

Salary and Benefits

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, including medical, dental, vision, 401(k) with match, PTO, and holiday pay.

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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