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FINRA Licensed Business Consultant
Job Summary
A company is looking for a Hybrid Business Consultant.
Key Responsibilities:
- Manage a territory of approximately 4,000 advisors, providing insights and practice management ideas
- Analyze advisor portfolios to identify opportunities and issues, leveraging various analytical tools
- Conduct face-to-face meetings and virtual communications with advisors to enhance their business strategies
Required Qualifications:
- FINRA Series 7 and 63, 65, or 66 required
- Bachelor's degree
- At least 2 years of internal sales/consulting experience in the financial services industry
- Demonstrated knowledge of mutual funds and the financial advisor business model
- Ability to work independently and manage time effectively
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COMPLETE JOB DESCRIPTION
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