Remote opportunity at
Allworth FinancialFuture Client Specialist
Allworth Financial is seeking a remote Future Client Specialist to drive organic growth by engaging and educating prospective clients. Reporting directly to the Director of Future…
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About This Role
Allworth Financial is seeking a remote Future Client Specialist to drive organic growth by engaging and educating prospective clients. Reporting directly to the Director of Future Client Development, this role acts as a primary point of contact to help prospective clients determine if Allworth is the right fit for their financial needs before connecting them with an appropriate financial advisor. Founded in 1993 and headquartered in Sacramento, California, Allworth Financial…
Job Description
Allworth Financial is seeking a remote Future Client Specialist to drive organic growth by engaging and educating prospective clients. Reporting directly to the Director of Future Client Development, this role acts as a primary point of contact to help prospective clients determine if Allworth is the right fit for their financial needs before connecting them with an appropriate financial advisor. Founded in 1993 and headquartered in Sacramento, California, Allworth Financial is an independent, private equity-backed, fee-based fiduciary advisory firm that delivers full-context wealth planning solutions encompassing investment, tax, retirement, and estate considerations.
This role suits professionals with sales experience who possess strong listening skills, a collaborative mindset, and a willingness to learn the financial services industry. Team members work in a goal-oriented sales environment handling a high volume of prospective client interactions, managing outbound outreach, and guiding opportunities through the established sales process. The position combines sales execution with relationship building, requiring associates to articulate the firm's value proposition clearly and maintain accurate data within CRM systems.
Responsibilities
- Serve as a primary point of contact for prospective clients across multiple lead channels
- Conduct consultative conversations to understand the financial needs, priorities, and objectives of prospective clients
- Articulate Allworth Financial's value proposition in a compelling and client-centric manner
- Execute high-volume prospective client outreach, including outbound telephone calls
- Progress prospective clients through the established sales process and manage objections effectively
- Partner with sales leadership and colleagues to maximize conversion opportunities
- Maintain accurate prospective client records, activities, and next steps inside applicable CRM tools
- Adhere to established sales processes, communication standards, and compliance policies
Requirements
- Minimum of two years of measured success working in a sales environment
- Demonstrated ability to uncover client needs and recommend fitting solutions
- Strong problem-solving and objection-handling capabilities
- Exceptional verbal and written communication skills with active listening and relationship-building abilities
- Willingness to learn about and operate compliantly within the financial services industry
- Good compliance standing with all applicable rules, regulations, and policies
Qualifications
- Direct experience supporting direct sales or an external sales process
- Background working in a high-growth registered investment advisor or multi-branch advisory firm
- Working knowledge of Salesforce or a similar CRM platform
Core Skills
Benefits
- Competitive base pay
- Blue Shield PPO and HDHP with HSA medical plans, plus Kaiser HMO plans for California associates
- MetLife dental insurance and VSP vision insurance
- Optional supplemental benefits and flexible spending accounts
- Healthcare savings accounts featuring company contributions
- Flexible working arrangements
- Generous 401(k) contributions
- Flexible paid time off policy for exempt associates
- 15 days of paid time off annually for non-exempt associates during their first three years of employment
- 11 paid holidays
- Option to participate in the Equity Purchase Program
- Future growth opportunities within the company
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the location or remote policy for the Future Client Specialist position?
The posting indicates that the position is remote.
What are the core experience requirements for this role?
Candidates must have at least two years of measured success in a sales environment, strong objection-handling skills, and exceptional communication abilities.
What is the employment type for this job?
The job posting lists the employment type as full-time.
Does the job posting state the salary range?
No, the salary is not stated in the source posting.
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