Allworth Financial - Folsom, CA
posted about 2 months ago
Allworth Financial 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. The firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Founded in Sacramento, California, in 1993, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. As a high-growth, private equity-backed, multi-branch Registered Investment Advisor, Allworth is on track for continued growth through both acquisitions and strong organic growth. The firm has been recognized for its employee and client satisfaction, receiving the prestigious "Circle of Excellence" award by the National Business Research Institute in 2021 and being named a Barron's Top 40 RIA in 2022. The RVP, Client Acquisition position is designed for an experienced Financial Advisor with a proven track record in closing new business. This role involves working closely with qualified prospects provided by the inside sales team, engaging with them to understand their needs, presenting the firm's value proposition, and outlining a comprehensive plan to achieve their financial objectives. The ideal candidate will be a natural relationship builder with excellent analytical and problem-solving skills, capable of facilitating optimal outcomes for clients. This full-time, exempt position will require a combination of remote and in-person work, and there is no cold calling involved. Once the initial engagement is completed, clients are warm transferred to a Financial Advisor in their local market.