Regional Practice Growth Consultant

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. POSITION SUMMARY This is a high-impact coaching and change leadership role for a candidate who knows how to help financial advisors grow. The Practice Growth Consultant partners with advisors, field leaders, and key business partners to accelerate adoption of practice management strategies, sharpen advisor effectiveness, and increase the value advisors deliver to clients.

Success in this role requires strong financial services credibility, excellent coaching instincts, commercial acumen, and the ability to inspire behavior change through trust, insight, and execution. WHY THIS ROLE IS COMPELLING Visible influence: You will help shape how advisors grow, engage clients, and adopt the firm’s evolving value proposition. Meaningful scope: The role blends coaching, strategic partnership, field enablement, and practice growth execution.

Growth environment: You will join a firm that is investing in innovation, advisor effectiveness, and scalable growth. Leadership exposure: You will work closely with Regional Directors, advisors, and cross-functional leaders across Product, Planning, Technology, Learning & Development, and Integrations.

KEY RESPONSIBILITIES

Build a deep understanding of the Allworth advisor network, the firm’s value proposition, and the tools that help advisors deliver it effectively. Coach advisors and field leadership on core practice management capabilities, including financial planning, investment solutions, tax planning, estate planning, insurance planning, client communication, sales process, and AUM growth strategies. com, and other solutions that enhance client value and advisor productivity.

Serve as a trusted mentor and resource to advisors by providing high-quality coaching, practical guidance, and field-ready best practices. Partner with Regional Directors and advisors to build business plans and action steps designed to meet and exceed growth goals and key performance indicators. Use data and analytics to identify opportunities, diagnose practice growth needs, and tailor coaching strategies for individual advisors and teams.

Field advisor questions and determine the best path for resolution or escalation in partnership with Product, Planning, Technology, and other subject matter experts. Collaborate with Learning & Development to help shape useful advisor content and enable adoption of evolving technology and business practices. Deliver both one-on-one coaching and workshop-based training in a way that is credible, practical, and motivating.

Support onboarding and training for new members of the Financial Services organization through Allworth Academy and partnership with the Integrations team.