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FINRA Licensed Business Consultant
A company is looking for a Hybrid Business Consultant. Key Responsibilities: Manage a territory of approximately 4,000 advisors, providing insights and practice management ideas Analyze advisor portfolios to identify opportunities and issues, leveraging various analytical tools Conduct face-to-face meetings and virtual communications with advisors to enhance their business strategies Required Qualifications: FINRA Series 7 and 63, 65, or 66 required Bachelor's degree At least 2 years of internal sales/consulting experience in the financial services industry Demonstrated knowledge of mutual funds and the financial advisor business model Ability to work independently and manage time effectively
A company is looking for a Hybrid Business Consultant.
Key Responsibilities:
Manage a territory of approximately 4,000 advisors, providing insights and practice management ideas
Analyze advisor portfolios to identify opportunities and issues, leveraging various analytical tools
Conduct face-to-face meetings and virtual communications with advisors to enhance their business strategies
Required Qualifications:
FINRA Series 7 and 63, 65, or 66 required
Bachelor's degree
At least 2 years of internal sales/consulting experience in the financial services industry
Demonstrated knowledge of mutual funds and the financial advisor business model
Ability to work independently and manage time effectively