Allworth Financial

Front Desk

• Deliver exceptional service in every client interaction
• Greet and assist our clients and guests with service requests and appointments
• Partners with advisor team to set and achieve high service standards
• Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments
• Ensure a seamless onboarding experience and work with clients to set a great first impression
• Remove roadblocks for clients and focus on ease of doing business
• Deliver customized service with each client and demonstrate ownership for every request
• Coordinate client appointments, process requests received from advisors and clients
• Answer phone calls and emails from clients; follow up on client requests
• Submit transaction requests to processing team to ensure completion and accuracy
• Ability to handle multiple advisors’ book of business and complex service situations
• Understand department workflows, policies and procedures to submit requests correctly and timely
• Identify process improvements and partners with leaders to implement changes
• Provides notary services for client transactions
• Prepare and stock refreshments for the office daily
• Help with snacks, beverages and meals as needed for the office staff or clients
• Direct incoming client phone calls to appropriate departments
• Manage office supplies and restock as needed
• Receive all deliveries and route to the appropriate recipient
• Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed
• Maintain satisfactory attendance
• Suggest and embrace process improvements
• Focus on quality and accuracy of work
• Any other duties as assigned

Front Desk Associate, Service Associate

Growth Marketing

• Serve as the primary Practice Management partner for newly acquired firms and tuck-in advisors throughout an approximately two-year integration and onboarding journey.
• Build trusted, collaborative relationships with integrating advisors, advisor teams, Regional Directors, the Regional Director of Integrations, and the Service Director for Integrations.
• Develop a deep understanding of each integrating firm's legacy culture, client experience model, practice structure, advisor strengths, growth opportunities, service model, planning process, and business priorities.
• Create customized onboarding and adoption plans for each firm and tuck-in advisor, recognizing that each integration requires a bespoke approach rather than a one-size-fits-all training model.
• Deliver 1:1 coaching, small-group coaching, team-based training, virtual sessions, in-person workshops, field visits, and reinforcement sessions to support advisor adoption and confidence.
• Help integrating advisors understand and adopt Allworth's advisor operating model, client experience expectations, planning standards, tools, workflows, and growth resources.
• Support advisors as they transition from their legacy platform and processes into Allworth's ecosystem, helping them understand not just what is changing, but why the changes matter for clients, advisors, and the firm.
• Reinforce new behaviors over time, recognizing that successful integration requires sustained coaching, follow-up, accountability, and relationship management beyond initial onboarding.
• Design and facilitate practical, advisor-friendly learning experiences that help integrating advisors become confident using Allworth's tools, resources, processes, and client engagement capabilities.
• Partner with Learning & Development, Practice Management, Integrations, Service, Operations, Technology, Product, Planning, and other subject matter experts to create and deliver relevant advisor training content.
• Translate complex internal processes, systems, and resources into clear, actionable guidance for advisors and advisor teams.
• Serve as a change-management leader by helping advisors navigate uncertainty, understand the rationale for change, and adopt new behaviors that support long-term success at Allworth.
• Identify resistance points, adoption gaps, training needs, and communication issues early, and partner with the appropriate leaders and subject matter experts to address them.
• Balance empathy for advisors' legacy practices with clear expectations around Allworth's standards, operating model, client experience, compliance requirements, and business priorities.
• Create and deliver content that can be used across integrations while also tailoring the approach to each firm's specific needs, readiness, and stage of transition.
• Become a subject matter expert on Allworth's advisor tools, resources, technology platforms, planning capabilities, investment resources, client engagement tools, reporting, workflows, and practice management resources.
• Help integrating advisors understand how to leverage Allworth's full platform to improve client experience, deepen client relationships, drive retention, support growth, and create greater practice efficiency.
• Train advisors and teams on key Allworth capabilities, including financial planning resources, tax planning resources, estate planning resources, insurance planning resources, investment management resources, client communication practices, CRM usage, business planning tools, and advisor growth resources.
• Field advisor questions and determine whether issues should be resolved directly, escalated to an internal subject matter expert, or addressed through additional training or process clarification.
• Partner closely with internal teams to ensure advisor feedback from integrations is captured, synthesized, and used to improve future onboarding, training, tools, and processes.
• Identify best practices from acquired firms and tuck-in advisors that may be valuable to share more broadly across Allworth.
• Manage a portfolio of multiple integrating firms and tuck-in advisors at different stages of their onboarding journey, maintaining clear visibility into priorities, risks, milestones, and next steps.
• Work closely with the Regional Director of Integrations and Service Director for Integrations to ensure the advisor experience, service experience, and operational transition are coordinated and aligned.
• Partner with Regional Directors to ensure integrating advisors are successfully connected into their regional leadership structure and understand expectations for long-term performance, adoption, growth, and client experience.
• Collaborate with cross-functional teams to ensure onboarding plans are coordinated, sequenced appropriately, and responsive to each firm's unique integration needs.
• Support pre-integration planning, post-close onboarding, initial advisor training, ongoing reinforcement, adoption tracking, and long-term practice development.
• Maintain a clear understanding of where each firm or tuck-in advisor is in the integration journey and proactively identify what support is needed next.
• Help ensure integrations are not treated as single events, but as multi-stage journeys that require sustained relationship management, coaching, training, and follow-through.
• Coach integrating advisors on practice management disciplines that support long-term success at Allworth, including business planning, client segmentation, client communication, planning adoption, referral generation, center-of-influence development, growth behaviors, retention strategies, and client experience.
• Help advisors understand how to use Allworth's platform to grow their business, deepen client relationships, and deliver greater value to clients.
• Leverage experience across retail financial services, independent advisor environments, and W-2 advisor models to meet advisors where they are and help them successfully adapt to Allworth's model.
• Support advisors who are transitioning from an independent or 1099 model into Allworth's employee-based environment by helping them understand the cultural, operational, economic, and client-experience differences.
• Support W-2 advisors and tuck-in hires by helping them quickly understand Allworth's expectations, tools, client experience standards, and growth resources.
• Serve as a credible coach to advisors by bringing practical field experience, strong facilitation skills, consultative sales knowledge, and an understanding of how advisors build, manage, and grow client relationships.
• Encourage adoption of Allworth best practices while honoring the strengths, history, and client relationships that made the acquired firm or tuck-in advisor successful.
• Evangelize advisor best practices throughout the organization and help build a stronger, more scalable integration playbook over time.

Front Desk Associate, Service Associate

Senior Practice Growth Consultant, Integrations