Practice Growth Consultant
Skills
- Financial planning
- Relationship management
- Coaching
- Sales leadership
- Analytical thinking
Responsibilities
- Develop a deep understanding of the Allworth advisor network and value proposition.
- Deliver key practice management concepts and tools to financial advisors.
- Serve as a mentor and resource to advisors for coaching and training.
- Utilize data and analytics to identify practice growth opportunities.
- Collaborate with teams to drive adoption of initiatives and achieve business goals.
Education
- Bachelor's degree in Finance or related field
- Certifications like CFP® or CFA preferred
Benefits
- Medical, dental, and vision insurance
- Flexible working arrangements
- Generous 401K contributions
- Equity Purchase Program
- Flexible paid time off policy
Average salary estimate
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