Wyoming Licensed Business Consultant

Job Summary

To support financial advisors in enhancing their practices, the full-time salaried Wyoming Licensed Business Consultant will organize and execute business projects, analyze client data for improvement opportunities, and provide tailored recommendations while working directly with clients and internal teams.

Key responsibilities

• Organize and execute assigned business projects based on client requirements and recommendations
• Meet with clients to assess situations and collect information through various methods
• Analyze data to identify areas for improvement and present formulated recommendations to clients

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