Future Client Specialist

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.

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

• 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

• 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

• 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

• 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

• Direct experience supporting direct sales or the external sales process
• Background in a high-growth RIA or multi-branch advisory firm