Wealth Management Associate

SUMMARY: The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promote and sell Allworth’s financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients and are responsible for prompt meeting scheduling, accurate and timely data gathering and client deliverables, and generally overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Wealth Management Associate reports directly to the Head of Custodial Referral Programs but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner; (2) Coordinate with all internal and external parties to make sure each step of the sales cycle is completed in an optimal timeframe; and (3) Oversee the onboarding process to ensure a superior client experience and new business success.Duties And ResponsibilitiesFirst point of contact (25%)Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partnerEnsure introductory meeting is scheduled in a timely manner and in coordination with all involved partiesGather and document initial client case information to facilitate the introductory meetingAdhere to best-in-class response and turnaround times both initially and throughout the new business processSales cycle oversight (40%) Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframeWork to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materialsOversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communicationsOngoing sales support (35%)Maintain superior knowledge of program-specific rules of engagement and systemsHelp to oversee assigned regional pipelines of new business opportunitiesProvide data management and systems-related support to assigned sales repsReport on the effectiveness of regional sales activity and tactics to leadership, as requestedWillingness to travel up to 10%Experience And Qualifications4-year degree in finance, business or related3+ years of sales support or related experienceClient service or relationship management experience a plusWorking knowledge of Salesforce or a similar CRM a plusAbility to effectively manage multiple projectsWell organized and with excellent attention to detail, including basic proofreading skillsExcellent verbal and written communication skillsAbility to work independently and within a teamStrong working knowledge of MS Office programs (Excel, Word and PowerPoint)Willingness to learn about - and work compliantly within - the financial services industryMust be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policiesOSHA REQUIREMENT: This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.BenefitsWe 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 (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributions Exempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn 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 by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.Allworth Financial participates in E-Verify. Click here for more information.California residents, click here for our privacy policy.