Note: The job is a remote job and is open to candidates in USA. Allworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Practice Growth Consultant - Integrations plays a critical role in helping newly acquired firms and tuck-in advisors transition into Allworth Financial by guiding them through a structured onboarding and adoption journey.
Responsibilities
- Serve as the primary Practice Management partner for newly acquired firms and tuck-in advisors throughout an approximately two-year integration and onboarding journey
- Build trusted, collaborative relationships with integrating advisors, advisor teams, Regional Directors, the Regional Director of Integrations, and the Service Director for Integrations
- Develop a deep understanding of each integrating firm's legacy culture, client experience model, practice structure, advisor strengths, growth opportunities, service model, planning process, and business priorities
- Create customized onboarding and adoption plans for each firm and tuck-in advisor, recognizing that each integration requires a bespoke approach rather than a one-size-fits-all training model
- Deliver 1:1 coaching, small-group coaching, team-based training, virtual sessions, in-person workshops, field visits, and reinforcement sessions to support advisor adoption and confidence
- Help integrating advisors understand and adopt Allworth's advisor operating model, client experience expectations, planning standards, tools, workflows, and growth resources
- Support advisors as they transition from their legacy platform and processes into Allworth's ecosystem, helping them understand not just what is changing, but why the changes matter for clients, advisors, and the firm
- Reinforce new behaviors over time, recognizing that successful integration requires sustained coaching, follow-up, accountability, and relationship management beyond initial onboarding
- Design and facilitate practical, advisor-friendly learning experiences that help integrating advisors become confident using Allworth's tools, resources, processes, and client engagement capabilities
- Partner with Learning & Development, Practice Management, Integrations, Service, Operations, Technology, Product, Planning, and other subject matter experts to create and deliver relevant advisor training content
- Translate complex internal processes, systems, and resources into clear, actionable guidance for advisors and advisor teams
- Serve as a change-management leader by helping advisors navigate uncertainty, understand the rationale for change, and adopt new behaviors that support long-term success at Allworth
- Identify resistance points, adoption gaps, training needs, and communication issues early, and partner with the appropriate leaders and subject matter experts to address them
- Balance empathy for advisors' legacy practices with clear expectations around Allworth's standards, operating model, client experience, compliance requirements, and business priorities
- Create and deliver content that can be used across integrations while also tailoring the approach to each firm's specific needs, readiness, and stage of transition
- Become a subject matter expert on Allworth's advisor tools, resources, technology platforms, planning capabilities, investment resources, client engagement tools, reporting, workflows, and practice management resources
- Help integrating advisors understand how to leverage Allworth's full platform to improve client experience, deepen client relationships, drive retention, support growth, and create greater practice efficiency
- Train advisors and teams on key Allworth capabilities, including financial planning resources, tax planning resources, estate planning resources, insurance planning resources, investment management resources, client communication practices, CRM usage, business planning tools, and advisor growth resources
- Field advisor questions and determine whether issues should be resolved directly, escalated to an internal subject matter expert, or addressed through additional training or process clarification
- Partner closely with internal teams to ensure advisor feedback from integrations is captured, synthesized, and used to improve future onboarding, training, tools, and processes
- Identify best practices from acquired firms and tuck-in advisors that may be valuable to share more broadly across Allworth
- Manage a portfolio of multiple integrating firms and tuck-in advisors at different stages of their onboarding journey, maintaining clear visibility into priorities, risks, milestones, and next steps
- Work closely with the Regional Director of Integrations and Service Director for Integrations to ensure the advisor experience, service experience, and operational transition are coordinated and aligned
- Partner with Regional Directors to ensure integrating advisors are successfully connected into their regional leadership structure and understand expectations for long-term performance, adoption, growth, and client experience
- Collaborate with cross-functional teams to ensure onboarding plans are coordinated, sequenced appropriately, and responsive to each firm's unique integration needs
- Support pre-integration planning, post-close onboarding, initial advisor training, ongoing reinforcement, adoption tracking, and long-term practice development
- Maintain a clear understanding of where each firm or tuck-in advisor is in the integration journey and proactively identify what support is needed next
- Help ensure integrations are not treated as single events, but as multi-stage journeys that require sustained relationship management, coaching, training, and follow-through
- Coach integrating advisors on practice management disciplines that support long-term success at Allworth, including business planning, client segmentation, client communication, planning adoption, referral generation, center-of-influence development, growth behaviors, retention strategies, and client experience
- Help advisors understand how to use Allworth's platform to grow their business, deepen client relationships, and deliver greater value to clients
- Leverage experience across retail financial services, independent advisor environments, and W-2 advisor models to meet advisors where they are and help them successfully adapt to Allworth's model
- Support advisors who are transitioning from an independent or 1099 model into Allworth's employee-based environment by helping them understand the cultural, operational, economic, and client-experience differences
- Support W-2 advisors and tuck-in hires by helping them quickly understand Allworth's expectations, tools, client experience standards, and growth resources
- Serve as a credible coach to advisors by bringing practical field experience, strong facilitation skills, consultative sales knowledge, and an understanding of how advisors build, manage, and grow client relationships
- Encourage adoption of Allworth best practices while honoring the strengths, history, and client relationships that made the acquired firm or tuck-in advisor successful
- Evangelize advisor best practices throughout the organization and help build a stronger, more scalable integration playbook over time
Skills
- 10+ years of financial services experience, preferably including experience in retail wealth management, advisor coaching, practice management, sales leadership, field leadership, training, or consulting
- Direct experience working with Financial Advisors, Financial Consultants, wealth management teams, or advisory practices
- Proven ability to build immediate credibility and trust with experienced advisors, advisor teams, field leaders, and cross-functional partners
- Strong facilitation skills, including experience leading workshops, group coaching sessions, 1:1 coaching conversations, virtual training, and in-person field sessions
- Demonstrated ability to customize training, coaching, and onboarding experiences based on the needs, culture, readiness, and business model of the audience
- Strong change-management capability, including the ability to help advisors navigate ambiguity, adopt new tools and processes, and build confidence through transition
- Strong understanding of financial planning, investment management, client relationship management, practice growth, referral generation, client experience, and advisor productivity drivers
- Ability to manage multiple firms, advisors, priorities, markets, and integration timelines at the same time
- Strong organizational skills and the ability to create structure, clarity, and accountability in a fast-paced, evolving environment
- Strong analytical and critical thinking skills, including the ability to identify adoption gaps, diagnose advisor needs, and recommend practical solutions
- Excellent written and verbal communication skills
- Willingness to travel up to 50% as needed to support integrating firms, tuck-in advisors, field visits, in-person workshops, and key onboarding milestones
- Experience working with both independent/1099 advisors and employee/W-2 advisors strongly preferred
- Prior experience as a Financial Advisor, Financial Consultant, wholesaler, practice management consultant, sales leader, training leader, or advisor coach preferred
- Experience designing, managing, or delivering advisor development programs, practice management programs, sales training programs, onboarding journeys, or business coaching programs preferred
- Formal training or demonstrated experience with consultative selling, relationship-based sales, advisor dialogue models, behavioral coaching, or practice development methodologies preferred
- Working knowledge of Salesforce or a similar CRM preferred
- Series 65 or combination of Series 7 and Series 66 licenses preferred
- Qualified credential, such as Certified Financial Planner CFP, Chartered Financial Consultant ChFC, Personal Financial Specialist PFS, Chartered Financial Analyst CFA, Chartered Investment Counselor CIC, Cannon Wealth Strategist CWS, or similar designation preferred
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurancewith 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
Company Overview