Relationship Manager

Relationship Manager

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi-branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

This is a full-time, Non-Exempt Hybrid role based out of our offices in Folsom, CA. The salary range for this position is $81K to $120K, which is a base salary plus bonus. In this role, you will be responsible for driving organic growth by engaging and educating prospective clients on the value Allworth Financial can bring to their lives. Your primary objective is to help individuals determine whether Allworth is the right fit for their financial needs. When there is alignment, you will identify the most suitable fiduciary financial advisor from our team and guide the prospective client through a smooth and thoughtful onboarding process.

You will interact with individuals across the United States through a variety of lead channels. While structured talking points and sample scripts are available, our most successful team members internalize these tools to conduct genuine, engaging conversations with people from all walks of life.

As a key member of our inside sales team, your interactions will serve as the first step in each client's journey with Allworth Financialmaking this a high-visibility, high-impact role. If you are a proven sales professional seeking a challenging yet rewarding opportunity within a collaborative, goal-driven environment, we encourage you to apply.

Duties And Responsibilities

Sales Engagement & Communication

• Communicate confidently and persuasively with high-net-worth individuals, establishing strong rapport and instilling trust.
• Deliver a compelling and professional first impression that reinforces Allworth Financial's reputation and enhances sales opportunities.
• Effectively handle and nurture relationships with high-value prospects, ensuring a premium client experience aligned with their expectations.
• Consistently articulate Allworth's value proposition in a clear, confident, and client-centric manner.

Sales Execution & Goal Achievement

Sales Process & Innovation

Qualifications

Along with the information above, we will be looking for the following qualifications in our candidates.

Sales Experience & Track Record

Communication & Interpersonal Skills

Adaptability & Mindset

Technical Proficiency & Learning Agility

Benefits

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including :

In 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.