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SUMMARY: The RVP – Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region. The role requires best-in-class relationship management, communication, and leadership skills. Additionally, excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. The RVP – Wealth Management Consultant is a pivotal role at Allworth, serving as a regional leader to the broader sales field. The ideal candidate is a natural relationship builder with a proven track record of success and a strong sense of urgency.
The RVP – Wealth Management Consultant works actively as the sales and relationship management leader of their assigned region, and: (1) Serves as the singular point of contact for external referral partners in their assigned sales region, nurturing and expanding those relationships and building a strong pipeline of prospective new business; (2) Effectively coordinates with Allworth advisors, referral partners, and prospective clients during each step of the sales cycle in a timely fashion; and (3) Oversees the onboarding process to ensure a superior client experience and new business success.
DUTIES AND RESPONSIBILITIES:
1. Singular point of contact for referral partners (33%)
2. Sales cycle coordination with all internal and external parties (33%)
Willingness to travel 50-75%
EXPERIENCE AND QUALIFICATIONS:
Base of $120-150K plus Variable Compensation based on experience, production volume and territory. Estimated total compensation of $250-500K
Full Time
Investment Management
$60k-89k (estimate)
06/06/2024
08/05/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.