📌 Core Information
🔹 Job Title: Practice Growth Consultant
🔹 Company: Allworth Financial
🔹 Location: Folsom, California, United States
🔹 Job Type: Full-time, Hybrid
🔹 Category: Financial Services
🔹 Date Posted: June 6, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site/Hybrid
🚀 Job Overview
Key aspects of this role include:
- Driving Advisor adoption of key practice management areas through training, coaching, and behavioral change.
- Serving as a mentor and resource to advisors, providing coaching and training on various practice management tools and strategies.
- Partnering with regional directors and cross-functional teams to drive adoption of initiatives and achieve business goals.
- Utilizing data and analytics to identify practice growth opportunities and inform advisor coaching strategies.
- Acting as a subject matter expert on practice management tools, products, and capabilities.
ASSUMPTION: This role requires a high level of relationship management, communication, and leadership skills to effectively run change management initiatives and drive advisor adoption.
📋 Key Responsibilities
✅ Develop a deep understanding of Allworth's advisor network, value proposition, and tools that enable advisors to deliver it.
✅ Deliver key practice management concepts and tools to financial advisors and field leadership, such as:
- 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 Wealth.com to help clients establish and review key legal documents
- AUM Growth strategies and generating referrals and COIs
- Client communication plans
✅ Serve as a mentor and resource to advisors, providing coaching and training on the above areas to drive efficiency and 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.
✅ Partner with L&D in the build-out of 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 and action steps designed to achieve and surpass KPIs.
✅ Play a key role in the initial onboarding/training of new members of the Financial Services department through Allworth Academy & partnership with our Integrations team.
✅ Proactively look for new ways for our Advisors to evolve their dialogue model skills, knowledge, and use of tool set, and sales acumen to focus on AUM growth and retention.
✅ Evangelize Advisor best practices throughout the organization.
✅ Collaborate with the Practice Management team and other Practice Growth Consultants to support firm strategic initiatives, thought leadership, and drive advisor adoption and innovation.
✅ Willingness to travel up to 25-50%.
ASSUMPTION: This role requires a high level of adaptability, as the ideal candidate will need to quickly learn and adapt to Allworth's evolving tool set and value proposition.
🎯 Required Qualifications
Education: Bachelor's degree in a relevant field (e.g., Finance, Business, Economics) or equivalent experience.
Experience: 10+ years of total experience in the Financial Services industry with at least 5 years of experience as a Financial Advisor or Financial Consultant.
Required Skills:
- 10+ years of total experience in the Financial Services industry with at least 5 years of experience as a Financial Advisor or Financial Consultant
- 5+ years of experience in coaching and developing Financial Advisors/Consultants
- Formal training in sales dialogue models such as Professional Selling Skills, Miller-Heiman, Cannon Financial, etc.
- Strong interpersonal skills and an innate ability to build immediate rapport with advisors
- Proven track record of regional sales leadership, including outstanding internal and external relationship management, and driving new business success
- Strong financial planning and investment management knowledge
- Series 65 or combination Series 7 and Series 66 licenses are preferred
- Qualified credential, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), Cannon Wealth Strategist (CWS), strongly preferred
- Working knowledge of Salesforce or a similar CRM a plus
- Superior relationship management, communication, and presentation skills
- Excellent time management and organizational skills in a fast-paced environment
- Strong analytical and critical thinking skills
Preferred Skills:
- Experience with practice management tools and platforms
- Familiarity with the financial planning process and tools
- Knowledge of the investment management process and tools
ASSUMPTION: The ideal candidate will have a proven track record in coaching and developing Financial Advisors, along with strong interpersonal and financial planning skills.
💰 Compensation & Benefits
Salary Range: $150,000 - $175,000 annual base salary
Benefits:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
Working Hours: Full-time, exempt position with a hybrid work arrangement, reporting into the Folsom, CA office.
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. The actual salary may vary based on the candidate's qualifications and the company's internal compensation structure.
📌 Applicant Insights
🔍 Company Context
Industry: 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. The company delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Company Size: Allworth Financial is a multi-billion-dollar firm with a multi-branch Registered Investment Advisor (RIA) structure, employing over 300 associates across various locations.
Founded: Allworth Financial was founded in Sacramento, California, in 1993 and has since grown to become a leading independent investment financial advisory firm in the region.
Company Description:
- Allworth Financial is an employee-centric, fiduciary advisory firm that emphasizes client well-being and education.
- The company is a multi-billion-dollar firm on track for continued growth through both acquisitions and strong organic growth.
- Allworth Financial was recognized as a Barron's Top 40 RIA in 2022 and has been 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.
Company Specialties:
- Retirement planning
- Investment advising
- 401(k) management
- Wealth management
Company Website: www.allworthfinancial.com
ASSUMPTION: Allworth Financial is a well-established and reputable firm in the financial services industry, with a strong focus on employee satisfaction and client well-being.
📊 Role Analysis
Career Level: This role is a senior-level position within the Practice Management team, reporting directly to the Head of Practice Management or a similar senior leader.
Reporting Structure: The Practice Growth Consultant will work closely with Regional Directors, Advisors, and cross-functional teams to drive adoption of initiatives and achieve business goals. They will also collaborate with the Practice Management team and other Practice Growth Consultants to support firm strategic initiatives.
Work Arrangement: This is a hybrid role, with a mix of on-site and remote work. The candidate will be expected to travel up to 25-50% of the time to meet with advisors and attend company events.
Growth Opportunities:
- As Allworth Financial continues to grow, there may be opportunities for the Practice Growth Consultant to take on additional responsibilities or move into a management role within the Practice Management team.
- The ideal candidate will have the opportunity to work closely with senior leaders and gain valuable insights into the firm's strategic direction and growth plans.
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to make a meaningful impact on the firm's continued success.
🌍 Location & Work Environment
Office Type: Allworth Financial's headquarters is located in Folsom, California, with additional offices across the United States.
Office Location(s): 340 Palladio Pkwy, 501, Folsom, California 95630, US
Geographic Context:
- Folsom is a city in Sacramento County, California, with a population of approximately 75,000 people.
- The city is located about 20 miles southeast of Sacramento and 80 miles northeast of San Francisco.
- Folsom is known for its historic district, scenic trails, and outdoor recreation opportunities.
Work Schedule: The work schedule for this hybrid role is expected to be Monday through Friday, with some flexibility for remote work. The candidate may be required to work additional hours to meet deadlines or attend events.
ASSUMPTION: The ideal candidate will be comfortable working in a hybrid environment and be able to manage their time effectively to balance on-site and remote work.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screening with the HR team
- On-site or virtual interview with the hiring manager and/or team members
- Final round interview with senior leadership
- Background check and reference check
Key Assessment Areas:
- Candidates' understanding of the financial services industry and relevant tools and platforms
- Candidates' ability to build and maintain relationships with advisors and other stakeholders
- Candidates' communication and presentation skills
- Candidates' problem-solving and analytical skills
- Candidates' cultural fit with Allworth Financial's values and work environment
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Be prepared to discuss your experience with practice management tools and platforms, as well as your familiarity with the financial planning process and tools.
- Demonstrate your ability to work effectively in a hybrid work environment and manage your time effectively to balance on-site and remote work.
- Showcase your strong interpersonal skills and ability to build and maintain relationships with advisors and other stakeholders.
- Prepare thoughtful questions to ask during the interview to demonstrate your interest in the role and the company.
ATS Keywords: Practice Management, Financial Planning, Investment Management, Tax Planning, Estate Planning, AUM Growth, Client Engagement, Change Management, Relationship Management, Coaching, Training, Data Analysis, Sales Leadership, Communication, Presentation Skills
ASSUMPTION: The ideal candidate will have a strong understanding of the financial services industry and relevant tools and platforms, as well as excellent communication and presentation skills.
🛠️ Tools & Technologies
- Salesforce or similar CRM
- Money Guide Pro
- Holistiplan
- Wealth.com
- Various investment management tools and platforms
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Zoom or similar video conferencing tools
ASSUMPTION: The ideal candidate will have experience with practice management tools and platforms, as well as familiarity with the financial planning process and tools.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Collaborative
- Innovative
- Expertise-driven
- Committed to excellence
Work Style:
- Team-oriented and collaborative
- Adaptable and flexible
- Results-driven and proactive
- Strong communication and interpersonal skills
- Ability to work effectively in a hybrid work environment
Self-Assessment Questions:
- Do you align with Allworth Financial's client-centric approach to wealth management?
- Are you comfortable working in a collaborative and innovative work environment?
- Do you have strong communication and interpersonal skills, and are you able to build and maintain relationships with advisors and other stakeholders?
- Are you able to work effectively in a hybrid work environment and manage your time effectively to balance on-site and remote work?
- Do you have a strong commitment to excellence and a desire to continuously improve your skills and knowledge?
ASSUMPTION: The ideal candidate will be a strong cultural fit with Allworth Financial's values and work style, with a commitment to excellence and a desire to continuously improve their skills and knowledge.
⚠️ Potential Challenges
- The role requires a high level of adaptability, as the ideal candidate will need to quickly learn and adapt to Allworth's evolving tool set and value proposition.
- The role may require travel up to 25-50% of the time to meet with advisors and attend company events.
- The role may involve working with advisors who are resistant to change or reluctant to adopt new tools and strategies.
- The role may require the candidate to balance multiple priorities and manage their time effectively to meet deadlines and achieve business goals.
ASSUMPTION: The ideal candidate will be able to manage their time effectively, prioritize their workload, and adapt to the evolving needs of the role and the firm.
📈 Similar Roles Comparison
- This role is similar to a Senior Practice Management Consultant or a Senior Financial Advisor Coach, but with a stronger focus on driving advisor adoption through training, coaching, and inspiring behavioral change.
- The role requires a higher level of relationship management and leadership skills than a typical financial advisor or financial consultant role.
- The role may offer more growth potential than a typical financial advisor or financial consultant role, as the ideal candidate will have the opportunity to work closely with senior leaders and gain valuable insights into the firm's strategic direction and growth plans.
ASSUMPTION: The ideal candidate will have experience in a similar role or a related field, with a proven track record in coaching and developing Financial Advisors and strong interpersonal and financial planning skills.
📝 Sample Projects
- Developing and delivering training sessions on key practice management concepts and tools to financial advisors and field leadership
- Coaching and mentoring advisors on the effective use of practice management tools and strategies to drive AUM growth and retention
- Partnering with Regional Directors and cross-functional teams to drive adoption of initiatives and achieve business goals
- Utilizing data and analytics to identify practice growth opportunities and inform advisor coaching strategies
- Acting as a subject matter expert on the Practice Management tools, products, and capabilities
ASSUMPTION: The ideal candidate will have experience in similar projects or a related field, with a strong understanding of the financial services industry and relevant tools and platforms.
❓ Key Questions to Ask During Interview
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does this role fit into the overall strategic direction of the firm?
- What are the most significant challenges facing the advisors, and how can this role help address them?
- How does the firm support the professional development and growth of its advisors?
- What are the key performance indicators (KPIs) for this role, and how will success be measured?
- How does the firm foster a culture of innovation and continuous improvement?
ASSUMPTION: The ideal candidate will be curious and proactive, with thoughtful questions to ask during the interview to demonstrate their interest in the role and the company.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, with a focus on your experience with practice management tools and platforms, as well as your familiarity with the financial planning process and tools.
- Prepare for your interview by researching Allworth Financial's values, culture, and business, as well as the financial services industry and relevant tools and platforms.
- Demonstrate your ability to work effectively in a hybrid work environment and manage your time effectively to balance on-site and remote work.
- Showcase your strong interpersonal skills and ability to build and maintain relationships with advisors and other stakeholders.
- Prepare thoughtful questions to ask during the interview to demonstrate your interest in the role and the company.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
