Client Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Allworth Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

💸 Finance

Consulting • Finance • Investment Management

Allworth Financial is a comprehensive financial advisory firm dedicated to providing personalized financial services. Founded as an alternative to sales-focused advisory models, they focus on putting clients' interests first. Offering a range of services including retirement and financial planning, investment management, tax optimization, and estate planning, Allworth Financial is committed to transparent, fee-based financial guidance. With a 30-year history and $22. 5 billion in assets under management, they have built a reputation for client satisfaction and comprehensive, expert-backed wealth management solutions.

📋 Description

• Serve as a primary point of contact for prospective clients across a variety of lead channels • Communicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust • Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives • Articulate Allworth’s value proposition in a client-centric and compelling manner • Build and nurture prospective client relationships and identify appropriate next steps • Execute high-volume prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities • Progress prospective clients through Allworth’s established sales process • Work toward achieving or exceeding individual and team sales goals • Manage assigned opportunities and determine the most effective path toward conversion • Manage objections and prospective client concerns while maintaining sales momentum • Partner with sales leadership and internal colleagues to maximize conversion opportunities and support organic growth objectives • Maintain accurate and timely prospective client information, activity, and next steps within CRM and sales systems • Adhere to established sales processes, communication standards, and best practices • Utilize CRM tools, sales enablement platforms, and digital communication systems • Identify opportunities to improve sales processes, messaging, and prospective client engagement • Share insights and feedback with leadership to strengthen sales tactics and team effectiveness • Adapt as sales strategies, goals, and business priorities evolve

🎯 Requirements

• 2+ years of measured success in a sales environment • Demonstrated ability to uncover client needs and recommend appropriate solutions • Strong objection-handling and problem-solving skills • Exceptional verbal and written communication skills, including active listening and relationship-building prowess • Willingness to learn about—and work compliantly within—the financial services industry • Working knowledge of Salesforce or a similar CRM a plus • Must be in good compliance standing with all applicable rules, regulations, and policies • Direct experience supporting direct sales or the external sales process preferred • Background in a high-growth RIA or multi-branch advisory firm preferred

🏖️ 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 (Contract, intern, and part-time employees are not eligible) • Future growth opportunities within the company • Collaborative, creative environment where people can learn and grow • Benefits are available to full-time associates who work more than 30 hours a week