As a Business Consultant, you will play a critical role in empowering financial advisors to optimize their business operations, embrace innovative technologies, and drive measurable growth. This role is a blend of strategic guidance and hands-on collaboration, designed to enhance advisors' efficiency and scalability while delivering exceptional results. With opportunities to travel, participate in in-person events, and build meaningful relationships, you will directly contribute to the success of financial advisors and their practices.

You will act as a trusted partner and problem-solver, combining deep industry knowledge with practical solutions to address challenges and unlock potential. If you are passionate about making an impact in the financial services industry, this dynamic role offers a fulfilling path.

Responsibilities:

Advisor Engagement:

• Build and nurture strong relationships with financial advisors through proactive consultations and strategic planning sessions.
• Address challenges, share best practices, and develop customized growth strategies tailored to each advisor’s needs.

Performance Tracking / Key Metrics:

• Focus on achieving Business Consultant goals as outlined in the BC Matrix, including net headcount retention, GDC growth, and asset growth (total net new and advisory net new assets).
• Monitor critical advisor metrics, including revenue, net new assets, and profitability, to assess and enhance results.
• Represent the full value proposition of Financial Resources Group while effectively delivering LPL offerings, ensuring alignment with both strategic objectives and client needs.

Training & Development:

• Facilitate impactful training sessions for advisors and their teams on tools, technologies, and processes that improve efficiency and support scalable growth.

Regulatory Support:

• Coordinate audit preparedness meetings to ensure advisors achieve 100% compliance with FINRA, LPL, and Firm Element CE requirements.

Collaborative Solutions:

• Partner with internal teams and external stakeholders to deliver tailored solutions that address advisor needs and foster long-term growth.

Practice Growth:

• Support advisors in creating and implementing marketing, branding, and business development strategies through meetings, events, and planning sessions.

Event Support:

• Represent the organization at conferences, regional meetings, and training events to strengthen advisor relationships and encourage collaboration.

Technology Adoption:

• Advocate for and guide advisors in the adoption of innovative tools and technologies to enhance practice efficiency.
• Leverage platforms such as ClientWorks, Quickbase, and SmartSheet for effective business management, reporting, and team collaboration.

Qualifications:

• Bachelor’s degree required
• Minimum of 2 years of experience supporting financial advisors or working in a correlated role within the financial services industry; 3-5 years preferred
• Ability to travel: 10%-25%
• Preferred FINRA licenses: 7, 66 (or 63/65), or demonstrated knowledge of RIA support and FINRA regulations
• Strong desire to consult with advisors, focusing on sales and growth strategies
• Exceptional time management, self-reliance, and work ethic in a fast-paced, deadline-driven environment
• Proven project management and problem-solving skills
• Superior communication and presentation abilities, both in person and virtually
• Professionalism and a commitment to exceptional customer service
• Proactive, precise, detail-oriented, and highly organized
• Positive, supportive attitude with a focus on navigating challenges and providing innovative solutions
• Demonstrated effectiveness in client relationship management and engagement with advisors and institutional executives
• Proficient in Microsoft Office applications; experience with Quickbase, ClientWorks, and SmartSheet is preferred

Who Are We Looking For? We seek strong collaborators who are committed to delivering a world-class client experience. Ideal candidates thrive in a fast-paced, dynamic environment, are client-focused and team-oriented, and bring creativity and continuous improvement to everything they do.

Why Join Us?

• Dynamic Environment: Engage in a role that merges strategic planning, relationship management, and cutting-edge solutions.
• Impactful Work: Play a pivotal role in driving the growth and success of financial advisors.
• Professional Development: Enhance your expertise in consulting, financial services, and business strategy.
• Travel Opportunities: Build meaningful connections through in-person events and engagements across various locations.