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Business Advisor I
1 week ago
USAA Charlotte, United States**Why USAA?** · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to ...
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Senior Business Advisor
1 week ago
USAA Charlotte, United StatesWhy USAA? Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to giv ...
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AbbVie Charlotte, United StatesJob Description · Job DescriptionCompany Description · AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives acr ...
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Senior Strategic Business Advisor
1 week ago
Q2 Software, Inc. Charlotte, United StatesAs passionate about our people as we are about our mission. What Were All About:Q 2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and Advisor, Business, Strategic, P ...
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Financial Advisor Business Consultant
2 days ago
FIG Talent Solutions Cornelius, United StatesFinancial 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 · Syst ...
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Training as a retail merchant
2 weeks ago
Eclipse Solutions Charlotte, United StatesWhat can you achieve with this job?Become a specialist for our customers in the hotel and catering industry as well as in communal catering. During your training, you will master diverse tasks, as you and your team are responsible for the smooth operation of the market. The custo ...
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Financial Advisor Business Consultant
6 days ago
FIG Talent Solutions Cornelius, United StatesFinancial 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 ...
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Regional Director, Broker Dealer Group
1 day ago
Dimensional Fund Advisors Charlotte, United States Full timeJob Description: · The Global Client Group leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and en ...
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Wealth Management Consultant
2 weeks ago
Equitable Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and comm ...
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Financial Advisor
2 weeks ago
Equitable Advisors Charlotte, United StatesEquitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and ...
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Horizon Investments Charlotte, United StatesPosition Description: · Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Commissions are paid quarterly. · The Advisory Specialist is primarily responsible for developing new business leads and support ...
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Manager - Central Supervision Unit
1 week ago
Ameriprise Financial Charlotte, United States Full timeThe role of the Manager - CSU (Social Media) will be focused on reviewing and signing off on social media content on LinkedIn, Facebook and Instagram as well as advisor text messages. The Central Supervision team has a number of key responsibilities to support our advisors servic ...
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Sales Supervision Manager
3 weeks ago
Ameriprise Financial Charlotte, United States Full timeAs a Sales Supervision Manager, you will review business trends across advisor practices. In addition, play a key role in supervising business activities such as heightened supervision plans, non-conventional business practices, and journaling of cash and securities between led a ...
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Wealth Management Associate
3 days ago
Equitable Advisors Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commi ...
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Wealth Management Advisor
2 weeks ago
Equitable Advisors Charlotte, United StatesWealth Management Advisor - Equitable Advisors · Why Equitable Advisors? · Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement, and estate planning strategy goals. Our vision, resources, fundamental beli ...
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Associate Regional Director
3 weeks ago
Allspring Global Investments Charlotte, United States Full timeElevate Your Career · Work where your ideas have impact · COMPANY · Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to i ...
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Trust Administration Advisor
1 day ago
Truist Charlotte, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Understands and is conversant with f ...
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Senior Advisor, Asset Management
5 days ago
GHD Charlotte, United StatesSenior Advisor, Asset Management · To solve complex challenges, you need to think widely and deeply. · At GHD Advisory we are invested in creating sustainable business and organizational outcomes with clients driving change in water, energy and urbanization for lasting communit ...
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Processing Specialist
1 week ago
Baldwin Risk Partners Charlotte, United States Full timeWe are Guided Insurance Solutions, a Baldwin Group partner. We're not your run-of-the-mill insurance broker. And we're not bots or algorithms. We're real people striving to better serve and educate the world about the importance of good insurance coverage. · We're passionate abou ...
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RV Technician
1 week ago
Blue Compass RV Charlotte, United StatesAre you ready for a change and to drive your career to the next level? Start your journey with Blue Compass RV as we are looking for RV Technicians to join our team and deliver extraordinary customer experiences. We are looking for someone skilled in automotive, carpentry, electr ...
Business Advisor - Charlotte, United States - Athari Advisors
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Description
Job DescriptionJob Description
Athari Advisors is a boutique business advisory firm dedicated to helping business owners, entrepreneurs, and investors sell, buy, and grow companies.
Position Overview:
We are expanding our team of Business Advisors nationwide. We will train you in our successful processes for engaging target clients and closing deals.
If you have experience in consulting, sales, business development, account management, or B2B interactions, this role is perfect for you.
Real estate agents, insurance agents, financial advisors, and those with experience working with small business owners can find a lucrative career with us, potentially earning $200,000+ in your first year.
RoleResponsibilities:
Client Engagement:
Connect with business owners to determine their interest in buying, selling, or growing a business.
Service Introduction:
Present our services, sign clients up, and manage a pipeline of prospective clients through various stages until close.
Service Handover:
After signing clients, our Account Management team will take over service implementation.
Hunter Role:
Identify potential clients, pitch services, follow up, and close deals.
Our Services:
Business Sellers:
Collect business information, execute Business Marketing Agreements, and transition to our Account Management team for marketing and sale facilitation.
Business Buyers:
Gather acquisition interests, execute Business Acquisition Agreements, and transition to our Account Management team for business searches and acquisition facilitation.
Strategic Growth Program:
Collect growth interests, execute Strategic Growth Program Agreements, and transition to our Account Management team for business review and growth plan implementation.
Responsibilities:
Proactively identify and market Athari Advisor services to prospects.
Evaluate, qualify, and manage leads from marketing campaigns.
Engage prospects through in-person meetings, emails, and calls.
Build and maintain long-term relationships with referral sources.
Manage a pipeline of prospects efficiently using our CRM system.
Stay updated on industry trends and incorporate insights into client interactions.
Meet weekly, monthly, quarterly, and annual KPIs.
Qualifications:
Experience in business ownership, B2B consulting, sales, or account management.
Proven ability to prospect, network, and initiate relationships through various channels.
Proficiency in CRM usage and sales cycle management.
Strong research skills to understand diverse industry needs.
Excellent listening, writing, and presentation skills.
Self-motivated, proactive, and customer-focused mindset.
Ability to work independently with minimal supervision.
Benefits:
Uncapped earnings potential in a 100% commission-based role.
Remote work with flexible hours.
Comprehensive training provided.
Opportunities for promotion.
Join us at Athari Advisors and be a part of a dynamic team that drives success for business owners across the nation.
If you're ready for a rewarding career opportunity, we want to hear from youCompany Description Athari Advisors is a premiere advisory firm for mergers, acquisitions, brokerage services and business growth.
We help business owners, that are ready to sell their business, connect with buyers and get the value they deserve when they sell.
We also help private equity firms, family offices, investors and qualified buyers acquire and grow businesses.Company Description
Athari Advisors is a premiere advisory firm for mergers, acquisitions, brokerage services and business growth.
We help business owners, that are ready to sell their business, connect with buyers and get the value they deserve when they sell.
We also help private equity firms, family offices, investors and qualified buyers acquire and grow businesses.#J-18808-Ljbffr