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Cornelius

    Financial Advisor Business Consultant - Cornelius, United States - FIG Talent Solutions

    FIG Talent Solutions
    FIG Talent Solutions Cornelius, United States

    1 week ago

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    Description

    Financial Advisor Business Consultant

    Job Description

    Required Qualifications:

    • Practice Management & Business Development experience in the financial services industry
    • Sales background (client facing)
    • Operations background
    • Strong listening and consulting skills
    • Systems oriented with attention to detail while having a strong sales mentality
    • Strong written and verbal communications
    • Nice to have: M&A experience

    Time Allotment:

    • 75% of time will be focused on Surges practice management or Nexts M&A consulting
    • 25% of time on project management for Tip Of The Triangle (TOT) program and Business Development projects
    • Some overnight travel will be required

    Consultant Responsibilities:

    • Create training related to practice management and M&A
    • Create presentations for live events, webinars, podcasts, and the recorded video library
    • Present at live advisor events
    • Post social media content regularly
    • Conduct consulting calls with advisors on topics related to Practice Management and M&A. Topics may include:
    • Strategic planning to assist in defining where the advisor wants to take their firm
    • Tactical planning and implementation to accomplish their strategy
    • Partnerships
    • Associate Advisors when to hire, compensation, roles, training, recruiting
    • Technology hardware and software use, recommendations, and integration
    • Staffing compensation, benefits, responsibilities, development, career pathing
    • Organizational structure
    • Team communications and culture
    • Leadership skills and techniques
    • Real estate
    • Processes sales process, tasks delegation, client review process, clients onboarding process, financial planning, CRM usage, phones, filing and document storage, etc.
    • Client segmentation and client service model
    • Advisory boards
    • Succession and continuity planning
    • Firm acquisitions and sales
    • Time management and work/life balance
    • Work with different FIG divisions to understand the full menu of resources available at FIG. This knowledge will be used to make tactical recommendations for advisors
    • Perform Surge Business Consulting visits to advisor offices which will begin the Discovery Process of their one year consulting engagement
    • Participate in FIG advisor recruiting activities such as Home Office Visits
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