Wealth Management Associate

SUMMARY The Wealth Management Associate partners closely with assigned external sales representatives and advisors to promote and sell Allworth’s financial advice solutions to prospective clients referred by outside partners. They are first point of contact for external partners and prospective clients, responsible for prompt meeting scheduling, accurate and timely data gathering, client deliverables, and overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management, communication, and organizational skills. DUTIES AND RESPONSIBILITIES First 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 partner. Ensure an introductory meeting is scheduled in a timely manner and in coordination with all involved parties. Gather and document initial client case information to facilitate the introductory meeting. Adhere to best-in-class response and turnaround times both initially and throughout the new business process. Sales cycle oversight (40%) Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe. Gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and supplemental presentation materials. Oversee the onboarding process, including paperwork packet creation and delivery, funding of accounts, and necessary communications. Ongoing sales support (35%) Maintain superior knowledge of program-specific rules of engagement and systems. Help oversee assigned regional pipelines of new business opportunities. Provide data management and systems-related support to assigned sales representatives. Report on the effectiveness of regional sales activity and tactics to leadership, as requested. Willingness to travel up to 10%. EXPERIENCE AND QUALIFICATIONS 4-year degree in finance, business, or related field. 3+ years of sales support or related experience. Client service or relationship management experience a plus. Working knowledge of Salesforce or a similar CRM a plus. Ability to effectively manage multiple projects. Well organized with excellent attention to detail, including basic proofreading skills. Excellent verbal and written communication skills. Ability to work independently and within a team. Strong working knowledge of MS Office programs (Excel, Word, and PowerPoint). Willingness to learn about and work compliantly within the financial services industry. Must be in good compliance standing with all rules, regulations, and policies. OSHA 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, use the telephone, and use computer systems. BENEFITS 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 401(k) contributions. Exempt associates qualify for a 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 an Equity Purchase Program (contract, intern, and part-time employees are not eligible). Future growth opportunities within the company. Benefits are available to full-time associates who work more than 30 hours a week. #J-18808-Ljbffr