Client Specialist

Allworth Financial

. Serve as a primary point of contact for prospective clients across a variety of lead channels .

Posted 10/21/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and consultative sales within the financial services industry, with a strong focus on achieving sales goals and maintaining compliance. Proficient in utilizing CRM tools to enhance sales processes and client engagement.

Highest-signal resume keywords

Sales Process ManagementClient Relationship BuildingObjection HandlingSalesforce CRM ProficiencyFinancial Services Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ProcessClient Needs AssessmentPipeline GrowthSales Goals AchievementCRM Utilization

Soft Skills

Verbal CommunicationWritten CommunicationActive ListeningProblem-SolvingRelationship Building

Tools & Technologies

SalesforceCRM ToolsSales Enablement PlatformsDigital Communication Systems

Industry Keywords

Financial ServicesRIAMulti-Branch Advisory FirmCompliance StandardsSales Tactics

About the role

Key responsibilities & impact

Serve as a primary point of contact for prospective clients across a variety of lead channels
Communicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust
Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives
Articulate Allworth’s value proposition in a client-centric and compelling manner
Build and nurture prospective client relationships and identify appropriate next steps
Execute high-volume prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities
Progress prospective clients through Allworth’s established sales process
Work toward achieving or exceeding individual and team sales goals
Manage assigned opportunities and determine the most effective path toward conversion
Manage objections and prospective client concerns while maintaining sales momentum
Partner with sales leadership and internal colleagues to maximize conversion opportunities and support organic growth objectives
Maintain accurate and timely prospective client information, activity, and next steps within CRM and sales systems
Adhere to established sales processes, communication standards, and best practices
Utilize CRM tools, sales enablement platforms, and digital communication systems
Identify opportunities to improve sales processes, messaging, and prospective client engagement
Share insights and feedback with leadership to strengthen sales tactics and team effectiveness
Adapt as sales strategies, goals, and business priorities evolve

Requirements

What you’ll need

2+ years of measured success in a sales environment
Demonstrated ability to uncover client needs and recommend appropriate solutions
Strong objection-handling and problem-solving skills
Exceptional verbal and written communication skills, including active listening and relationship-building prowess
Willingness to learn about—and work compliantly within—the financial services industry
Working knowledge of Salesforce or a similar CRM a plus
Must be in good compliance standing with all applicable rules, regulations, and policies
Direct experience supporting direct sales or the external sales process preferred
Background in a high-growth RIA or multi-branch advisory firm preferred

Benefits

Comp & perks

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
Collaborative, creative environment where people can learn and grow
Benefits are available to full-time associates who work more than 30 hours a week