Allworth Financial ( www.allworthfinancial.com) 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 2024.
The Practice Growth Consultant role is the tip of the change management spear as our firm embarks on our evolution of how we operate and the value we deliver to clients. The role is responsible for driving Advisor adoption on several key areas of Practice Management (e.g., Financial Planning, leveraging tools to drive client value, AUM growth strategies, etc.) through training, coaching, and inspiring behavioral change. The role requires best-in-class relationship management, communication, and leadership skills to effectively run this change management initiative. The ideal candidate is experienced in relationship-based sales, managing a book of business, and has a proven track record in coaching & developing Financial Advisors and/or Consultants. Allworth Financial is continuously expanding our tool set and value proposition - making learning agility, a growth mindset, and a strong sense of urgency a few additional core competencies.
This is a full-time, exempt hybrid position, reporting into our Folsom, CA office.
The base salary range for this role is $150,000-$175,000 annual base salary.
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS:
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:
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. Typical reporting relationships are described, but actual relationships may vary in some instances. 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.
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With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future.
Complete. Personalized. Aligned.
We call this the Allworth Advantage. And it's the advantage every modern investor needs.
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