Business Consultant with Series Licenses
Virtual Vocations Inc, New York, NY, United States
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
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