Affiliate Growth Consultant

Responsibilities

• Be a driving force to execute CPA firm’s wealth management strategic vision, business plans, growth and retention strategies in conjunction with Affiliate Development Director and Territory Director.
• Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans and recommended growth strategies.
• Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving best practices, identifying client opportunities, coaching on client approach. Assess, diagnose and present best practices & solutions to firms.
• Responsible for firm growth including number of CPA firm producers and firm penetration. Plays critical role in achieving net new asset targets for assigned firms.
• Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients.
• Hosts regular educational sessions on their own or with other partners to inform CPAs on broad wealth management/planning topics.
• Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership and other leaders.
• Conduct regular communication with firm leaders on progress and accountability, holding CPA firm accountable to results.

• At least 5 years related financial services/planning experience and/or training
• Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• Build strong relationships across all teams by fostering collaboration.
• Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts.
• Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion.