- Singular point of contact for referral partners (33%)
- Sales cycle coordination with all internal and external parties (33%)
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Regional Vice President- Wealth Management Consultant - Folsom, United States - Allworth Financial
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Description
SUMMARY:
The RVP – Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region.
The RVP – Wealth Management Consultant is a pivotal role at Allworth, serving as a regional leader to the broader sales field.
The ideal candidate is a natural relationship builder with a proven track record of success and a strong sense of urgency.
The RVP – Wealth Management Consultant works actively as the sales and relationship management leader of their assigned region, and: (1) Serves as the singular point of contact for external referral partners in their assigned sales region, nurturing and expanding those relationships and building a strong pipeline of prospective new business; (2) Effectively coordinates with Allworth advisors, referral partners, and prospective clients during each step of the sales cycle in a timely fashion; and (3) Oversees the onboarding process to ensure a superior client experience and new business success.
DUTIES AND RESPONSIBILITIES:
Consistently and effectively communicate Allworth's value proposition and ideal client persona to the field
Create a robust pipeline of new business opportunities through qualified external channels
Regularly present to prospective clients and referring partners at various regional events and meetings
Serve as the ultimate ambassador for Allworth's services and value provide
Engage with and identify prospective client needs and communicate to assigned Allworth advisor
Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes
Client experience & new business success (34%)
Maintain up-to-date and superior knowledge of Allworth's solutions, capabilities, and service offerings
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
Strive for continuous market growth and achievement of regional goals set by sales leadership
Willingness to travel 50-75%
EXPERIENCE AND QUALIFICATIONS:
Bachelor's degree in finance, financial planning or related, or equivalent experience
5+ of successful sales experience in financial services or a related field
Strong financial planning and investment management knowledge
Series 65 or combination Series 7 and Series 66 licenses
Qualified credential, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred
Working knowledge of Salesforce or a similar CRM a plus
Superior relationship management, communication, and presentation skills
Excellent time management and organizational skills in a fast-paced environment
Strong analytical and problem-solving skills
Must be in good compliance standing with all rules, regulations, and policies, including a clean U4 and solid registration history
Base of $120-150K plus Variable Compensation based on experience, production volume and territory. Estimated total compensation of $250-500K
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