Target Market Sales Associate

Allworth Financial (www.allworthfinancial.com) 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, and still run by its original founders, Scott Hanson and Pat McClain, 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 2022.

The Target Market Sales Associate is responsible for developing and driving the growth of the identified target market and providing in-office support for our clients and future clients. This role will collaborate with teams across the organization to help develop Allworth’s presence within the identified target market community and drive new client referral opportunities.   

 DUTIES AND RESPONSIBILITIES: 

• Meet with identified target market prospects at community and/or planned events.  Allworth events.  
• Present Allworth value proposition and offering to drive future clients.   
• Take and set initial appointments to create client referral opportunities.     
• Develop relationships with identified target market employees.
• Assist in identifying new promoter candidates and collaborate internally to bring them onboard.
• Provide educational resources and tools to future clients.  
• Provide feedback to the team on any upcoming opportunities.
• Manage, coordinate, and follow up on all leads created.   
• Coordinate and collaborate with internal constituents.
• When not working outside of the office, this role will work in the office to assist with walk-in traffic and unannounced future client visits.
• Assists with routing service needs to the advisor/St. Louis office for processing.
• Enters all future client leads and notes into CRM. 

 

Experience and Qualifications 

• Proven ability to manage, follow-up and communicate with numerous prospects and internal colleagues. 
• Ability to effectively manage and allocate time to meet performance targets
• Ability to communicate and collaborate with internal and external constituents
• Expected Travel:  5% - 25%
• Location:  Existing Allworth location; St. Louis
• Experience Required:
  •  5+ years sales or financial advisor experience.
  • Knowledge of local area 

 

Salary:  This is a part time role up to 25 hours per week.  $25K - $35K base + variable compensation based on performance. 

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:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

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.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed