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SUMMARY
The Mergers & Partnerships team is a fulcrum point to the success of Allworth Financials’ goals of becoming a premier national financial planning firm. Following the direction and strategy of the Director of Business Development, this highly collaborative team is responsible for growing Allworth Financials’ assets under management by conducting sales activities to generate qualified leads in the Independent Broker Dealer (IBD), Hybrid RIA and RIA-only channels.
This role is best suited for a salesperson with prior experience in the RIA and Broker-Dealer realm who is ready to up their career and has a long-term vision for success. The BD Consultant will work with a team of other career-driven professionals to build a pipeline of prospective clients and maintain those relationships through sales calls, email efforts, leveraging centers of influence and various marketing campaigns. The BD Consultant will also have the opportunity to mine competitive intelligence, support the creation and establishment of quarterly and annual goals, and perform other sales-generating activities such as attending industry conferences and events put on by the company.
Within the first year with the company, the BD Consultant will gain a thorough understanding of Allworth Financials’ products and services and will create and nurture relationships with potential partners and firm owners.
This is a full-time, exempt hybrid position.
The base salary range for this role is $65,000-$75,000 annual base salary with a Variable Compensation Plan and kickers. In addition, we also provide generous benefits to all our full-time employees.
DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
Full Time
Investment Management
$85k-110k (estimate)
04/20/2024
07/02/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.
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