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

    FIG Talent Solutions
    FIG Talent Solutions Cornelius, United States

    2 weeks 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 Surge's practice management or Next's 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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