Description

Practice Management Opportunity in Financial Services

Business Consultant

Location:        ALL LOCATIONS & REMOTE 

Summary:

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.  

Responsibilities:

• 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