Future Client Specialist

Responsibilities

• Serve as primary point of contact for prospective clients across lead channels
• Conduct consultative conversations to understand clients' financial needs and objectives
• Articulate Allworth's value proposition in a client-centric way
• Execute high volume outbound outreach, including calls, to drive pipeline growth
• Maintain accurate client information and next steps in CRM systems
• Advance qualified opportunities to the assigned external sales team

Requirements

• 2+ years of measured success in a sales environment
• Ability to uncover client needs and recommend solutions
• Strong objection-handling and problem-solving skills
• Exceptional verbal and written communication skills
• Willingness to learn and work compliantly within financial services
• Working knowledge of Salesforce or similar CRM a plus

Preferred Qualifications

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

Benefits

• Medical, dental and vision insurance, healthcare savings and flexible spending accounts
• Generous 401K contributions and flexible working arrangements
• Flexible paid time off for exempt associates, 11 paid holidays
• Option to participate in Equity Purchase Program

About the Company

• Independent investment advisory firm providing full-context wealth planning, founded in Sacramento in 1993.