Regional VP, Wealth Management Consultant

Responsibilities

• Review prospect information with the sales team to determine suitability
• Prepare agendas for virtual or phone meetings to conduct discovery
• Identify prospective client needs and establish formal advisory relationships
• Partner with local advisors to align client needs with expertise and growth goals
• Create prospective client deliverables including financial, investment, estate, and tax advice
• Guide the sales cycle to achieve new business success
• Update client records within the CRM system
• Act as a subject matter expert on integrated services

Requirements

• Minimum 5 years of client-facing wealth management or financial planning experience
• Three plus years of proven success closing new business
• Must be or willing to become Series 7, 63/65, and Life insurance licensed
• Proficiency with technology including CRM and financial planning tools
• Strong communication, presentation, and analytical skills

Preferred Qualifications

• Professional designation of CFP® or ChFC®
• BA/BS or master's degree
• Experience with MoneyGuidePro, Salesforce, or Tamarac

Benefits

• Medical, dental, and vision insurance
• 401k with company match
• Flexible paid time off and 11 paid holidays
• Healthcare savings accounts and flexible spending accounts
• Equity Purchase Program eligibility

About the Company

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. As a high-growth, private equity-backed Registered Investment Advisor, the firm emphasizes client well-being and fiduciary responsibility.