Regional Practice Growth Consultant
Job Description
<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p><strong>POSITION SUMMARY</strong></p> <p>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.</p> <p><strong>WHY THIS ROLE IS COMPELLING</strong></p> <p><strong>Visible influence:</strong> You will help shape how advisors grow, engage clients, and adopt the firm’s evolving value proposition.</p> <p><strong>Meaningful scope:</strong> The role blends coaching, strategic partnership, field enablement, and practice growth execution.</p> <p><strong>Growth environment:</strong> You will join a firm that is investing in innovation, advisor effectiveness, and scalable growth.</p> <p><strong>Leadership exposure:</strong> You will work closely with Regional Directors, advisors, and cross-functional leaders across Product, Planning, Technology, Learning & Development, and Integrations.</p> <p> </p> <p><strong>KEY RESPONSIBILITIES</strong></p> <ul> <li>Build a deep understanding of the Allworth advisor network, the firm’s value proposition, and the tools that help advisors deliver it effectively.</li> <li>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.</li> <li>Drive adoption of key platforms and planning tools, including MoneyGuide Pro, Holistiplan, Wealth.com, and other solutions t