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- Sales cycle coordination with all internal and external parties (33%)
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Regional Vice President- Wealth Management Consultant - Cincinnati, United States - Allworth Financial
Description
Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.
Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial 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.
The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth.
Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.
Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.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
BENEFITS
We value our associates' time and effort.
Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
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 ProgramFuture growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm.
We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.California residents, click here for our privacy policy.
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