Practice Growth Consultant

Job Description

Allworth Financial is seeking a Practice Growth Consultant to spearhead change management and drive advisor adoption of key practice management areas. This role involves training, coaching, and inspiring behavioral change among financial advisors. The ideal candidate will possess strong relationship management, communication, and leadership skills to effectively manage this change initiative. Allworth Financial is continuously expanding its tool set and value proposition, making learning agility, a growth mindset, and a strong sense of urgency core competencies for this role.

Role Involves:
• Developing a deep understanding of Allworth's advisor network and value proposition.
• Delivering key practice management concepts and tools to financial advisors.
• Serving as a mentor and resource to advisors, providing coaching and training.
• Fielding advisor requests and escalating them as needed.
• Creating strategic partnerships with Regional Directors and cross-functional teams.
• Utilizing data and analytics to identify practice growth opportunities.
• Acting as a subject matter expert on practice management tools and capabilities.
• Partnering with L&D to build useful advisor content and drive technology adoption.
• Delivering one-on-one and workshop-based presentations and training.
• Developing business plans with Regional Directors and Advisors to achieve KPIs.
• Playing a key role in onboarding new members of the Financial Services department.
• Proactively seeking new ways for Advisors to evolve their dialogue model skills.
• Evangelizing Advisor best practices throughout the organization.
• Collaborating with the Practice Management team to support firm strategic initiatives.

Requirements:
• 10+ years of experience in the Financial Services industry.
• 5+ years of experience as a Financial Advisor or Financial Consultant.
• 5+ years of experience in coaching & developing Financial Advisors/Consultants.
• Formal training in sales dialogue models.
• Strong interpersonal skills and ability to build rapport.
• Proven track record of regional sales leadership.
• Strong financial planning and investment management knowledge.
• Series 65 or combination Series 7 and Series 66 licenses preferred.
• Qualified credential (CFP®, ChFC, PFS, CFA, CIC, CWS) strongly preferred.
• Working knowledge of Salesforce or similar CRM a plus.
• Superior relationship management, communication, and presentation skills.
• Excellent time management and organizational skills.
• Strong analytical and critical thinking skills.

Allworth Financial Offers:
• Medical, dental, and vision insurance.
• Healthcare and flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.
• Flexible paid time off policy.
• Paid Holidays.
• Equity Purchase Program.
• Future growth opportunities.