Practice Growth Consultant

Job Description

Allworth Financial is seeking a Practice Growth Consultant to drive advisor adoption of key practice management areas. This role involves training, coaching, and inspiring behavioral change within the advisor network. The ideal candidate will possess strong relationship management, communication, and leadership skills to effectively manage this change management initiative. Allworth Financial is a high-growth, private equity-backed firm that specializes in retirement planning, investment advising, and 401(k) management.Responsibilities:

• Develop a deep understanding of the Allworth advisor network and value proposition.
• Deliver key practice management concepts and tools to financial advisors.
• Serve as a mentor and resource to advisors, providing coaching and training.
• Field advisor requests and identify how to resolve or escalate them.
• Create strategic partnerships with Regional Directors and cross-functional teams.
• Utilize data and analytics to identify practice growth opportunities.
• Act as a subject matter expert on Practice Management tools and capabilities.
• Partner with L&D to build useful advisor content and drive adoption of technology platforms.
• Deliver one-on-one and workshop-based presentations and training.
• Partner with Regional Directors & Advisors to develop business plans.
• Play a key role in the onboarding/training of new members.
• Proactively look for new ways for Advisors to evolve their dialogue model skills.
• Evangelize Advisor best practices throughout the organization.
• Collaborate with the Practice Management team to support firm strategic initiatives.
• Willingness to travel up to 25-50%.

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 are preferred.
• Qualified credential, such as CFP®, ChFC, PFS, CFA or CIC, CWS, 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.
• Strong analytical and critical thinking skills.

Benefits:

• Medical, Dental, and Vision insurance
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Flexible paid time off policy
• Paid Holidays
• Equity Purchase Program
• Future growth opportunities