Business Consultant with Licenses

Job Summary

To support financial advisors in enhancing their practices, the full-time Business Consultant with Licenses will organize and execute business projects, provide consultation, and analyze data to deliver actionable recommendations, while collaborating with clients and internal teams in a remote setting.

Key responsibilities

• Organize and execute business projects based on client requirements, including recruiting and promotional campaigns
• Meet with clients to assess situations and collect relevant business information through various methods
• Analyze data to identify improvement areas and present solutions to clients, partnering with them to implement plans

Required qualifications

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent experience
• 5+ years of experience in the financial services industry and consulting
• Familiarity with business management software such as Salesforce, Redtail, or E-Money
• Series 7, 63, 65, and/or 66 licenses
• Strong knowledge of investments, financial operations, and business practices