{"id":3043630,"url":"https://alion.io/job/allworth-financial-future-client-specialist","title":"Future Client Specialist","company":{"id":2230497,"name":"Allworth Financial","domain":"allworthfinancial.com","url":"https://alion.io/company/allworthfinancial","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"part_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":35000,"max_usd":80000,"period":"year","method":"global_role_seniority_cell","sample_n":3830},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T21:45:05Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-11T08:48:03Z","board_verified":true,"closed_at":null,"days_open":20,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":20},"description":"About Allworth Financial\nAllworth 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.\nFounded 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.\nAllworth 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.\nSummary:\nThe 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.\nThe 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.\nThis 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.\nDUTIES AND RESPONSIBILITIES\nProspective Client Engagement (40%)\nServe as a primary point of contact for prospective clients across a variety of lead channels, delivering a professional and engaging first impression\nCommunicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust\nConduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives\nClearly and consistently articulate Allworth’s value proposition in a client-centric and compelling manner\nProvide a high-quality prospective client experience aligned with Allworth’s standards and reputation\nBuild and nurture relationships with prospective clients while identifying appropriate next steps in the sales process\nSales Execution & Goal Achievement (35%)\nExecute a high volume of prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities\nEngage new opportunities promptly and effectively, progressing prospective clients through Allworth’s established sales process\nConsistently work toward achieving or exceeding individual and team sales goals and performance expectations\nTake ownership of assigned opportunities and exercise sound judgment in determining the most effective path toward conversion\nEffectively manage objections and prospective client concerns while maintaining momentum throughout the sales conversation\nPartner collaboratively with sales leadership and internal colleagues to maximize conversion opportunities and support broader organic growth objectives\nSales Process & Continuous Improvement (25%)\nMaintain accurate and timely prospective client information, activity, and next steps within applicable CRM and sales systems\nAdhere to established sales processes, communication standards, and best practices\nEffectively utilize CRM tools, sales enablement platforms, and digital communication systems to manage prospective client activity\nIdentify opportunities to improve sales processes, messaging, and prospective client engagement\nShare insights and feedback with leadership to help strengthen sales tactics, processes, and overall team effectiveness\nDemonstrate flexibility and resilience as sales strategies, goals, and business priorities evolve\nEXPERIENCE AND QUALIFICATIONS\nRequired\n2+ years of measured success in a sales environment\nDemonstrated ability to uncover client needs and recommend appropriate solutions\nStrong objection-handling and problem-solving skills\nExceptional verbal and written communication skills, including active listening and relationship-building prowess\nWillingness to learn about-and work compliantly within-the financial services industry\nWorking knowledge of Salesforce or a similar CRM a plus\nMust be in good compliance standing with all applicable rules, regulations, and policies\nPreferred\nDirect experience supporting direct sales or the external sales process\nBackground in a high-growth RIA or multi-branch advisory firm\nBENEFITS\nWe value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\nMedical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\nDental insurance with MetLife\nVision insurance with VSP\nOptional supplemental benefits\nHealthcare savings accounts with company contribution\nFlexible spending accounts\nFlexible working arrangements\nGenerous 401K contributions \nExempt associates qualify for our flexible paid time off policy\nNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\n11 Paid Holidays\nOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\nFuture growth opportunities within the company\nIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\nBenefits are available to full-time associates who work more than 30 hours a week.\nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\nAllworth Financial participates in E-Verify. 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