Business Consultant with Series Licenses

Job Summary

A company is looking for a Business Consultant to provide consultation and guidance to improve financial advisors' practices.

Key Responsibilities

• Organize and execute business projects on behalf of clients, including recruiting and promotional campaigns
• Conduct assessments and collect information to analyze client business practices and identify areas for improvement
• Work with clients to implement recommendations and resolve issues while serving as a primary contact for advisor inquiries

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 (e.g., Salesforce, Redtail, E-Money)
• Series 7, 63, 65, and/or 66 licenses
• Relevant industry experience working with independent financial advisors is preferred