RVP, Client Acquisition

$75,000 - $125,000/Yr

Allworth Financial - Cincinnati, OH

Part-time - Mid Level

Cincinnati, OH

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Allworth Financial is seeking an experienced Financial Advisor to join their rapidly expanding team. This role focuses on engaging with qualified prospects to understand their financial needs and present tailored solutions, ultimately leading to new business success. The position emphasizes relationship building and collaboration with local financial advisors, ensuring excellent client service and optimal outcomes for clients. This is a full-time, exempt position that combines remote and in-person work.

Responsibilities

• Review prospect's detailed information with our sales team and determine suitability for both the firm and the prospect
• Prepare an agenda for phone/virtual meeting with the prospective client
• Engage with and identify prospective client needs
• Establish formal advisory relationships with future clients
• Learn and understand local Allworth advisors' capabilities and growth goals
• Inform and help create all prospective client deliverables including financial planning and investment advice
• Present proposed solutions to prospective clients and guide the overall sales cycle
• Contribute to a positive work environment and culture
• Work closely with support teams to establish relationships and secure accounts with new clients
• Update client records in a highly customized CRM system
• Become a subject matter expert on Allworth's integrated services

Requirements

• Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) preferred
• Must be or willing to become Series 7 and 63/65, and Life insurance licensed
• Minimum 5 years of client-facing wealth management or financial planning experience
• Three plus years of proven success closing new business
• BA/BS or master's degree preferred
• Strong communication, presentation, listening, and analytical skills
• Comfort with technology; experience with MoneyGuidePro, Salesforce, Tamarak, Zoom or similar is a plus
• Self-starter with the ability to work independently

Nice-to-haves

• Experience with specific financial planning tools
• Proven track record of building trust and closing new business

Benefits

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Flexible paid time off policy for exempt associates
• 25.5 days of paid time off annually for non-exempt associates
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company