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 2022.
SUMMARY
This is a full-time, exempt remote position. This role could be a hybrid position if located near one of our offices.
The Mergers & Partnerships team is a fulcrum point to the success of Allworth Financials’ goals of becoming a premier national financial planning firm. Following the direction and strategy of the Director of Business Development, this highly collaborative team is responsible for growing Allworth Financials’ assets under management by conducting sales activities to generate qualified leads in the Independent Broker Dealer (IBD), Hybrid RIA and RIA-only channels.
This B2B Sales role is best suited for a salesperson with prior experience in the RIA and Broker-Dealer realm who is ready to up their career and has a long-term vision for success. The Inside Sales Business Consultant will work with a team of other career-driven professionals to build a pipeline of prospective clients and maintain those relationships through sales calls, email efforts, leveraging centers of influence and various marketing campaigns. The BD Consultant will also have the opportunity to mine competitive intelligence, support the creation and establishment of quarterly and annual goals, and perform other sales-generating activities such as attending industry conferences and events put on by the company.
Within the first year with the company, the BD Consultant will gain a thorough understanding of Allworth Financials’ products and services and will create and nurture relationships with potential partners and firm owners.
The base salary range for this role is $65,000-$75,000 annual base salary with a generous Variable Compensation Plan and kickers. In addition, we also provide generous benefits to all our full-time employees.
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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