VP, Business Consultant

Responsibilities

• Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations.
• Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation.
• Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.).
• Analyze and interpret data to identify areas of improvement.
• Formulate recommendations and solutions and present to clients.
• Partner with the clients to implementing plans and resolve any issues.
• Work directly with Financial Advisors and their teams in a consulting and coaching capacity.
• Centralized point of contact for advisor questions, issues, and/or advice.
• Help advisors navigate products and services available.
• Keep advisors informed of any LPL, America Group, and regulatory changes.
• Collaborate with internal teams and external partners.
• Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services.
• Create and implement the firm’s productivity initiatives.
• Facilitate completion and implementation of advisor business plans.
• Implement Client Segmentation, value proposition/mission statement, and client service model.
• Provide succession planning advice and guidance.
• Discuss team structures and define roles.
• Deliver business valuations.
• Share advisor best practices.
• Organize and facilitate periodic advisor study groups, focus groups and regional meetings.
• Incorporate sponsors and industry experts.
• Increase advisor capabilities and promote best practices.

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
• 5+ years of experience in the financial services industry and consulting.
• Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, E-Money).
• Series 7, 63, 65, and/or 66 licenses.
• Willingness to travel locally with occasional national travel.

• Bachelor's Degree
• Series 7 license
• Series 63 license
• Series 65 license
• Series 66 license