You haven't searched anything yet.
SUMMARY:
In this role, you will be responsible for driving organic growth. Your primary focus will be to educate prospective clients about the value Allworth can bring to their lives and help them determine if we are the right firm for them. If so, you will identify which of our highly skilled fiduciary financial advisors is best suited to help them attain their financial goals and then guide them through the onboarding process. You will be interacting with people throughout the United States across a variety of different lead channels. Talking points and sample scripts are available but successful team members internalize these tools so they can engage in organic conversations with people from all walks of life.
As a member of our inside sales team, your interactions with prospective clients will be the first step in their journey with Allworth Financial, which makes this a high-visibility, high-impact role. If you are a proven sales professional looking for a challenging but rewarding career in a thriving, goal-oriented environment, we would love to hear from you.
This is a Non-Exempt, full-time hybrid position in our Folsom, CA office with the hourly rate between $23.00 to $26.00 per hour based on experience. The total compensation for this role ranges from $70,000 to $108,000 annually; this is inclusive of the base salary and variable compensation.
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS:
Along with the information above, we will be looking for the following qualifications in our candidates.
Full Time
Investment Management
$137k-180k (estimate)
11/19/2023
05/04/2024
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.
The job skills required for Relationship Specialist include Problem Solving, Business Development, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Specialist positions, which can be used as a reference in future career path planning. As a Relationship Specialist, it can be promoted into senior positions as a SB Financial Services Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Specialist. You can explore the career advancement for a Relationship Specialist below and select your interested title to get hiring information.