Financial Services, Wealth Management, Investment Management

Future Client Specialist

RemoteRemotePart TimePosted 16 days ago

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Required skills

sales
client engagement
financial needs
value proposition
sales goals
CRM
Salesforce
active listening
relationship-building
objection handling

Nice to have

direct sales support
external sales process
RIA
multi-branch advisory firm

Role summary

The Future Client Specialist is responsible for driving organic growth by engaging and educating prospective clients on Allworth Financial's value. This role serves as a first point of contact, assessing client needs and connecting them with the appropriate financial advisor. Key responsibilities include consultative conversations, communicating the value proposition, and advancing qualified opportunities to the sales team. The role requires managing a high volume of interactions with a focus on personalized and professional experiences, combining sales discipline with active listening and adaptability. Success is measured by achieving individual and team sales goals and contributing to pipeline growth.

About Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

Summary:

The Future Client Specialist professional reports directly to the Director of Future Client Development and is responsible for driving organic growth by engaging and educating prospective clients on the value Allworth Financial can bring to their financial lives. Serving as an important first point of contact, this role helps prospective clients determine whether Allworth is the right fit for their financial needs and, when appropriate, connects them with the financial advisor best suited to support their goals.

The Future Client Specialist professional works actively as part of a collaborative, goal-oriented sales team to: (1) Engage prospective clients across a variety of lead channels and establish trust through thoughtful, consultative conversations; (2) Understand prospective client needs and effectively communicate Allworth’s value proposition; and (3) Determine and advance highly qualified opportunities to the assigned external sales team, helping create a seamless transition.

This role requires the ability to manage a high volume of prospective client interactions while delivering a personalized and professional experience. Successful team members combine strong sales discipline with genuine curiosity, active listening, and the ability to adapt structured talking points to create authentic conversations with individuals from a wide range of backgrounds.

DUTIES AND RESPONSIBILITIES

Prospective Client Engagement (40%)

Serve as a primary point of contact for prospective clients across a variety of lead channels, delivering a professional and engaging first impression

Communicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust

Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives

Clearly and consistently articulate Allworth’s value proposition in a client-centric and compelling manner

Provide a high-quality prospective client experience aligned with Allworth’s standards and reputation

Build and nurture relationships with prospective clients while identifying appropriate next steps in the sales process

Sales Execution & Goal Achievement (35%)

Execute a high volume of prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities

Engage new opportunities promptly and effectively, progressing prospective clients through Allworth’s established sales process

Consistently work toward achieving or exceeding individual and team sales goals and performance expectations

Take ownership of assigned opportunities and exercise sound judgment in determining the most effective path toward conversion

Effectively manage objections and prospective client concerns while maintaining momentum throughout the sales conversation

Partner collaboratively with sales leadership and internal colleagues to maximize conversion opportunities and support broader organic growth objectives

Sales Process & Continuous Improvement (25%)

Maintain accurate and timely prospective client information, activity, and next steps within applicable CRM and sales systems

Adhere to established sales processes, communication standards, and best practices

Effectively utilize CRM tools, sales enablement platforms, and digital communication systems to manage prospective client activity

Identify opportunities to improve sales processes, messaging, and prospective client engagement

Share insights and feedback with leadership to help strengthen sales tactics, processes, and overall team effectiveness

Demonstrate flexibility and resilience as sales strategies, goals, and business priorities evolve

EXPERIENCE AND QUALIFICATIONS

Required

2+ years of measured success in a sales environment

Demonstrated ability to uncover client needs and recommend appropriate solutions

Strong objection-handling and problem-solving skills

Exceptional verbal and written communication skills, including active listening and relationship-building prowess

Willingness to learn about—and work compliantly within—the financial services industry

Working knowledge of Salesforce or a similar CRM a plus

Must be in good compliance standing with all applicable rules, regulations, and policies

Preferred

Direct experience supporting direct sales or the external sales process

Background in a high-growth RIA or multi-branch advisory firm

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (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

Exempt associates qualify for our flexible paid time off policy

Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

11 Paid Holidays

Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)

Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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