Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations.
Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation.
Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.).
Analyze and interpret data to identify areas of improvement.
Formulate recommendations and solutions and present to clients.
Partner with the clients to implementing plans and resolve any issues.
Work directly with Financial Advisors and their teams in a consulting and coaching capacity.
Centralized point of contact for advisor questions, issues, and/or advice.
Help advisors navigate products and services available.
Keep advisors informed of any LPL, America Group, and regulatory changes.
Collaborate with internal teams and external partners.
Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services.
Create and implement the firm’s productivity initiatives.
Facilitate completion and implementation of advisor business plans.
Implement Client Segmentation, value proposition/mission statement, and client service model.
Provide succession planning advice and guidance.
Discuss team structures and define roles.
Deliver business valuations.
Share advisor best practices.
Organize and facilitate periodic advisor study groups, focus groups and regional meetings.
Incorporate sponsors and industry experts.
Increase advisor capabilities and promote best practices.
Requirements
Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
5+ years of experience in the financial services industry and consulting.
Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, E-Money).
Series 7, 63, 65, and/or 66 licenses.
Willingness to travel locally with occasional national travel.