allworthfinancial
Regional Practice Growth Consultant
At a Glance
- Location
- Dallas, Texas, United States; Phoenix, Arizona, United States
- Experience
- 10+ years
- Compensation
- salary range for this role is $150,000-$175,000 annual base salary. DUTIES AN
- Posted
- 2026-07-02T16:02:07-04:00
Key Requirements
Required Skills
Certifications
- CFA
Domain Knowledge
- Finance
- Healthcare
- Insurance
- Medical
Benefits & Perks
lifornia associates Dental insurance with MetLife Vision insurance with VSP
Requirements
10 + years of total experience in the Financial Services industry with at least 5 years of experience as a Financial Advisor or Financial Consultant
5+ years of experience in coaching & developing Financial Advisors/Consultants
Formal training in sales dialogue models such as Professional Selling Skills, Miller-Heiman, Cannon Financial, etc.
Proven track record of regional sales leadership, including outstanding internal and external relationship management, and driving new business success.
Strong financial planning and investment management knowledge
Series 65 or combination Series 7 and Series 66 licenses are preferred
Responsibilities
Develop a deep understanding of the Allworth advisor network, our firm’s value proposition, and the tools that enable Advisors ability to deliver it.
Deliver key practice management concepts and tools to financial advisors and field leadership.
Financial Planning and leveraging Money Guide Pro holistically
Leveraging a wide suite of investment strategies
Tax Planning and leveraging Holistiplan to discuss potential tax saving strategies
Estate Planning and leveraging Wealth.com to help clients establish and review key legal documents