Future Client Specialist

Allworth Financial is a high-growth, independent investment advisory firm dedicated to providing comprehensive wealth planning solutions. We are currently seeking a Future Client Specialist to join our team and play a pivotal role in driving organic growth by engaging and educating prospective clients on the value of our services.

Key responsibilities

• Serve as a primary point of contact for prospective clients, delivering a professional and engaging first impression across various lead channels.
• Conduct consultative conversations to understand the financial needs, priorities, and objectives of potential clients.
• Articulate the Allworth value proposition clearly and persuasively to build trust and rapport.
• Execute high-volume outreach and manage the sales pipeline to drive new business opportunities.
• Maintain accurate client data in CRM systems and collaborate with the sales team to ensure a seamless transition for qualified prospects.

Requirements

• At least 2 years of proven success in a sales-driven environment.
• Exceptional verbal and written communication skills, with a strong focus on active listening.
• Demonstrated ability to uncover client needs, handle objections, and provide effective solutions.
• Willingness to learn and work within the regulatory framework of the financial services industry.
• Experience with Salesforce or similar CRM platforms is considered a significant advantage.

What we offer

• Comprehensive medical, dental, and vision insurance plans.
• Generous 401K contributions and an optional Equity Purchase Program.
• Flexible paid time off policy for exempt associates.
• Opportunities for professional growth and career development within a collaborative, high-growth firm.