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Business Consultant

Advisor Group locationLa Vista, NE
30 positions

Web Mktg Technology Specialist

Advisor Group locationLa Vista, NE
30 positions
info linkReport a probelm Originally Posted : February 13, 2021 | Expires : March 15, 2021


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Job Location
La vista, NE, United States


Practice Management Opportunity in Financial Services

Business Consultant

Location:        ALL LOCATIONS & REMOTE 



We have an opportunity for a Business Consultant within Advisor Group's Business Coaching & Consulting team. The primary responsibility of this position is to provide coaching and consulting to Advisor Group's affiliated financial professionals to help them grow their business and deliver best-in-class advice to their clients.  Additional responsibilities include conducting live and virtual educational sessions for financial professional and support staff; facilitating virtual study groups; and providing subject-matter expertise on best practices and trends to support the teams on-going content development initiatives.  


  • Provide consulting and coaching to financial professionals on a range of business issues, including business strategy, marketing and business development, client engagement, advice delivery, people management, and scalable workflows
    • Conduct discovery on client needs, issues, obstacles, and resistance
    • Contract with client, setting clear expectations of consultant's role vs. client's role
    • Diagnose root causes
    • Formulate recommendations for improvement
    • Select and deliver appropriate tools and resources to help client achieve goals
    • Provide authentic feedback and advice to client
    • Help customer manage through the change
    • Hold customer accountable to their commitments
  • Provide subject-matter expertise on best practices and trends to support the teams on-going content development initiatives. Gather and curate leading trends and real-life case scenarios
  • Lead and participate in sales campaigns for programs - add develop relationships to promote BC&C programs
    • Meet with prospective financial professionals regarding coaching programs and persuade them to affiliate with an Advisor Group firm
  • Answer questions from customers about coaching programs.  Match customer needs to the solutions provided by the coaching programs.   Persuade customers to commit to a coaching engagement
  • Conduct work style assessments for financial professionals and support staff. Interpret and results and provide actionable feedback to individuals and teams
  • Conduct virtual and in-person training and educational sessions for financial professionals and support staff
    • Facilitate virtual study group meetings with financial professionals
  • Work on projects related to coaching programs and services, including conferences and events

Education Requirements:

  • Bachelor's degree in Finance, Management or related field and/or equivalent professional experience

Basic Requirements:

  • 5+ years' experience in financial services of business coaching/consulting
  • Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
  • Ability to deliver difficult messages while marinating counter-parties dignity and motivation
  • Strong consulting and coaching skills
  • Propensity to diagnose people and system problems
  • Aptitude to analyze information and behavior and develop relevant solutions
  • Ability to maintain confidentiality for clients
  • Aptitude to make analytical and rule-based decisions
  • Capacity to organize, prioritize, reprioritize, and handle multiple tasks
  • Ability to plan and implement organizational goals and objectives
  • Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
  • Ability to review and revise processes and procedures
  • Knowledge of adult training methods, practices, and techniques
  • Skill in conducting effective presentations and workshops; excellent verbal and written communication
  • Skill in operating personal computer and various software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
  • Skill in research and problem-solving techniques
  • Ability to travel approximately 4-6 weeks annually
  • All other duties as assigned

Preferred Requirements:    

  • Series 7 & 24 industry licenses

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