Sr. Practice Growth Consultant, Integrations

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 2024.

SUMMARY:

The Practice Growth Consultant - Integrations plays a critical role in helping newly acquired firms and tuck-in advisors successfully transition into Allworth Financial. This role is responsible for guiding advisors through a structured, high-touch, and customized onboarding and adoption journey that typically extends for approximately two years.

This position serves as a trusted advisor, coach, facilitator, and change-management partner to integrating advisors and teams. The role requires the ability to build strong relationships with advisors, understand each firm's legacy business model and culture, and translate Allworth's tools, resources, expectations, operating model, and value proposition into a practical, advisor-friendly development journey.

The Practice Growth Consultant - Integrations will work with multiple integrating firms and tuck-in advisors at the same time, often across different cities, markets, and stages of integration. The role requires a flexible and bespoke approach, including 1:1 coaching, group facilitation, in-person training, virtual sessions, workshops, field visits, and ongoing reinforcement. Success requires strong partnership with the Regional Director of Integrations, Service Director for Integrations, Regional Directors, Practice Management, Learning & Development, Service, Operations, Technology, Planning, Product, Compliance, and other key subject matter experts.

The ideal candidate has deep financial services experien

ce, including direct exposure to retail advisor environments, advisor coaching, practice management, sales leadership, and both independent/1099 and employee/W-2 advisor models. This person must be an exceptional relationship builder, credible facilitator, strong communicator, and practical change leader who can help advisors adopt Allworth's platform while respecting the uniqueness of each acquired firm or tuck-in advisor.

This is a full-time, exempt hybrid position.

DUTIES AND RESPONSIBILITIES:

Integration Coaching and Advisor Adoption

• 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.

Training, Facilitation, and Change Management

• 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.

Allworth Platform and Tool Expertise

• 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.

Integration Program Management and Cross-Functional Partnership

• 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.

Advisor Growth, Practice Management, and Business Development

• 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.

QUALIFICATIONS:

• 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.
• 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.
• 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.
• Experience designing, managing, or delivering advisor development programs, practice management programs, sales training programs, onboarding journeys, or business coaching programs preferred.
• Strong understanding of financial planning, investment management, client relationship management, practice growth, referral generation, client experience, and advisor productivity drivers.
• Formal training or demonstrated experience with consultative selling, relationship-based sales, advisor dialogue models, behavioral coaching, or practice development methodologies preferred.
• 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.
• 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.
• Willingness to travel up to 50% as needed to support integrating firms, tuck-in advisors, field visits, in-person workshops, and key onboarding milestones.

CORE COMPETENCIES:

• Advisor-first mindset
• Relationship building and trust creation
• Practice management coaching
• Integration and change management
• Workshop facilitation and public speaking
• Consultative selling and advisor dialogue skills
• Cross-functional collaboration
• Bespoke training design
• Business acumen
• Emotional intelligence
• Strong follow-through and accountability
• Ability to influence without direct authority
• Growth mindset and continuous improvement orientation

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 (Contract, intern, and part-time employees are not eligible)
• 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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