Licensed Business Consultant
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 assigned business projects on behalf of clients
- Meet with clients to assess situations and collect information about their business
- Analyze data to identify areas of improvement and formulate recommendations
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
Complete Job Description
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