Job Details

A company is looking for a Business Consultant to provide consultation and guidance to improve financial advisors' practices.Key ResponsibilitiesOrganize and execute business projects on behalf of clients, including recruiting and promotional campaignsConduct assessments and collect information to analyze client business practices and identify areas for improvementWork with clients to implement recommendations and resolve issues while serving as a primary contact for advisor inquiriesRequired QualificationsBachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent experience5+ years of experience in the financial services industry and consultingFamiliarity with business management software (e.g., Salesforce, Redtail, E-Money)Series 7, 63, 65, and/or 66 licensesRelevant industry experience working with independent financial advisors is preferred