About this role
Practice Growth Consultant at Allworth Financial. Location: Dallas or Phoenix or Folsom. Role: driving adoption, coaching advisors, delivering training Requirements: 10+ years in financial services with 5+ years as an advisor/consultant and 5+ years coaching advisors; experience with practice management, financial planning, investment management, relationship management, and data-driven coaching. Category: Business Development Seniority: Senior Level Tools: Money Guide Pro, Holistiplan, Wealth.com, Salesforce Certifications: series 65, series 7, series 66, cfp, chfc, pfs, cfa, cic, cws Commitment: Full Time Workplace: Hybrid Languages: English