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Relationship Manager

Folsom, California, United States

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 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.

ABOUT ALLWORTH:

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. The firm is known for its direct, client-first approach to financial planning. Allworth delivers both long- and short-term investment strategies to help clients achieve their financial goals and prepare strategically for retirement.

 

Headquartered in Sacramento, California, Allworth Financial is a high-growth, private equity-backed, multi-branch Registered Investment Advisor (RIA). Primarily a fee-based, employee-centric fiduciary firm, Allworth prides itself on prioritizing client well-being and education. Recognized by Barron’s as a Top 40 RIA, Allworth is a multi-billion-dollar firm poised for continued expansion through both strategic acquisitions and robust organic growth.

 

Allworth has also been recognized as a great place to work. It recently received the prestigious “Circle of Excellence” award from the National Business Research Institute for outstanding employee and client satisfaction—placing it among the top firms in America.

 This is a full-time, Non-Exempt Hybrid role based out of our offices in Folsom, CA.

The salary range for this position is $81K to $120K, which is a base salary plus bonus. 

SUMMARY:

In this role, you will be responsible for driving organic growth by engaging and educating prospective clients on the value Allworth Financial can bring to their lives. Your primary objective is to help individuals determine whether Allworth is the right fit for their financial needs. When there is alignment, you will identify the most suitable fiduciary financial advisor from our team and guide the prospective client through a smooth and thoughtful onboarding process.

 

You will interact with individuals across the United States through a variety of lead channels. While structured talking points and sample scripts are available, our most successful team members internalize these tools to conduct genuine, engaging conversations with people from all walks of life.

 

As a key member of our inside sales team, your interactions will serve as the first step in each client’s journey with Allworth Financial—making this a high-visibility, high-impact role. If you are a proven sales professional seeking a challenging yet rewarding opportunity within a collaborative, goal-driven environment, we encourage you to apply.

 

DUTIES AND RESPONSIBILITIES:

Sales Engagement & Communication

  • Communicate confidently and persuasively with high-net-worth individuals, establishing strong rapport and instilling trust.
  • Deliver a compelling and professional first impression that reinforces Allworth Financial’s reputation and enhances sales opportunities.
  • Effectively handle and nurture relationships with high-value prospects, ensuring a premium client experience aligned with their expectations.
  • Consistently articulate Allworth’s value proposition in a clear, confident, and client-centric manner.

Sales Execution & Goal Achievement

  • Partner collaboratively with internal colleagues and sales leadership to achieve and exceed aggressive sales targets.
  • Take ownership of individual sales initiatives, exercising sound judgment and independence in identifying the most effective path to goal attainment.
  • Execute a high volume of outreach, including outbound calls, to consistently drive pipeline growth and progress toward key sales objectives.

Sales Process & Innovation

  • Engage prospective clients swiftly and effectively through Allworth’s structured sales flow, ensuring optimal conversion and progression.
  • Proactively identify and pursue new opportunities for innovation within the sales process to maximize performance and client engagement.
  • Demonstrate resilience and tactical acumen when handling objections, ensuring prospects receive the support they need while advancing the sales conversation.

 

 

QUALIFICATIONS:

Along with the information above, we will be looking for the following qualifications in our candidates.

 

Sales Experience & Track Record

4+ years of proven success in a consultative sales environment, with a demonstrated ability to uncover needs and deliver tailored solutions.

  • Consistent history of achieving or exceeding sales goals, reflecting strong personal drive and strategic selling acumen.
  • Experience in high-volume sales settings, adept at managing multiple leads and maintaining performance under pressure.

Communication & Interpersonal Skills

  • Exceptional verbal and written communication skills, capable of delivering compelling messages with clarity and professionalism.
  • Strong active listening and rapport-building abilities, enabling quick connection and trust with prospective clients.
  • Able to communicate effectively and empathetically across diverse audiences, including a wide range of professions and socioeconomic backgrounds.

Adaptability & Mindset

  • Flexible, approachable, and resilient, with the ability to thrive in dynamic environments and quickly adapt to evolving goals and priorities.
  • Open to feedback, responsive to change, and consistently maintains a positive, solutions-oriented attitude.

Technical Proficiency & Learning Agility

  • Demonstrated ability to adopt new technologies quickly and become proficient in using CRM tools, sales enablement platforms, and digital communication systems.
  • Self-motivated learner with an established capacity for mastering new systems and tools to enhance performance and productivity.

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 (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
  • 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 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.

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