State Licensed Business Consultant
Virtual Vocations Inc
A company is looking for a Business Consultant to provide consultation and guidance to improve financial advisors' practices. Key Responsibilities Organize and execute assigned business projects for clients based on their requirements Meet with clients to assess situations and collect information through various methods Analyze data to identify areas of improvement and present recommendations to clients Required Qualifications Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent experience 5+ years of experience in the financial services industry and consulting Familiarity with business management software (e.g., Salesforce, Redtail, E-Money) Series 7, 63, 65, and/or 66 licenses
Vacancy posted 2 days ago
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