Practice Consultant

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.

The Practice Growth Consultant role is the tip of the change management spear as our firm embarks on our evolution of how we operate and the value we deliver to clients. The role is responsible for driving Advisor adoption on several key areas of Practice Management (e.g., Financial Planning, leveraging tools to drive client value, AUM growth strategies, etc.) through training, coaching, and inspiring behavioral change.

The role requires best‑in‑class relationship management, communication, and leadership skills to effectively run this change management initiative. The ideal candidate is experienced in relationship‑based sales, managing a book of business, and has a proven track record in coaching & developing Financial Advisors and/or Consultants. Allworth Financial is continuously expanding our tool set and value proposition – making learning agility, a growth mindset, and a strong sense of urgency a few additional core competencies.

This is a full‑time, exempt hybrid position, reporting into our Folsom, CA office.

The base salary range for this role is $150,000‑$175,000 annual base salary.

• 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. Such as, but not limited to:
  • 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  to help clients establish and review key legal documents
  • AUM Growth strategies & generating referrals & COIs
  • Client communication plans
• Serve as a mentor and resource to advisors, providing coaching and training on the above areas to drive efficiency & effectiveness.
• Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key SMEs in Product, Planning, Technology, etc.
• Create strategic partnerships with Regional Directors and cross‑functional teams to work closely to drive adoption of initiatives and achieve business goals.
• Utilize data and analytics to identify practice growth opportunities and inform advisor coaching strategies.
• Act as a subject matter expert on the Practice Management tools, products and capabilities – specifically associated with Client Engagement, Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Planning.
• Partner with L&D in the build out useful advisor content and drive adoption of evolving technology platforms and act as a change agent for transformation in the advisor experience.
• Deliver both one on one and workshop‑based presentations and training.
• Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs.
• Play a key role in the initial onboarding/training of new members of the Financial Services…