Business Consultant

Role Overview

• Organize and execute assigned business projects on behalf of clients 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, Financial Advocates, 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

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off