Regional Practice Growth Consultant
Allworth Financial · Dallas, Texas, United States; Indianapolis, Indiana, United States; Phoenix, Arizona, United States
Posted about 3 months ago
or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days Allworth Financial's roles stay open a median of 77 days
- Reposted
- No
- Salary listed
- No 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 23 stale, 1 reposted of 27 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.
About this role
The Regional Practice Growth Consultant at Allworth Financial is responsible for coaching financial advisors to enhance their practice management skills and improve client engagement. This role involves collaborating with advisors and field leaders to implement effective strategies, utilizing data analytics to identify growth opportunities, and delivering training and mentorship. The position requires a strong background in financial services and a passion for helping advisors succeed.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.
What you need
- 10+ years of experience in financial services
- At least 5 years as a Financial Advisor or Financial Consultant
- 5+ years of experience coaching or developing Financial Advisors
- Demonstrated success in sales leadership or practice growth
- Strong knowledge of financial planning and investment management
- Excellent relationship management and communication skills
Nice to have
- Working knowledge of Salesforce or a similar CRM
- Series 65, or a combination of Series 7 and Series 66
- Professional designations such as CFP, ChFC, PFS, CFA, CIC, CWS, or EA
What you get
- Medical insurance options
- Dental insurance
- Vision insurance
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
Worth weighing
- Travel requirement of up to 25%-50%
- No specific salary listed, only base salary plus bonus
- Role involves significant coaching and change leadership, which may require adaptability to different advisor needs
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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