Allworth Financial - Dallas, TX
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 1993 in Sacramento, California, Allworth is a high-growth, private equity-backed, multi-branch Registered Investment Advisor. The firm is primarily fee-based and employee-centric, emphasizing client well-being and education. Allworth is recognized for its growth and was awarded the prestigious "Circle of Excellence" by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Additionally, Allworth Financial was recognized as 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 position requires a combination of remote and in-person work, contributing to a positive work environment and culture while demonstrating Allworth's guiding principles.