Team Growth Consultant
Virtual Vocations Inc
To support financial advisors and advisory teams, the full-time Professional Team Growth Consultant will provide strategic consulting on practice management, financial management, and succession planning, while working remotely within the US. Key responsibilities Serve as a trusted advisor on advanced practice management topics and facilitate strategic planning engagements Analyze financial and operational data to identify growth opportunities and deliver actionable recommendations Lead consulting engagements and workshops to enhance team effectiveness and drive business transformation Required qualifications Bachelor's degree in finance, business administration, or a related field, or equivalent professional experience Minimum of 5 years of experience in coaching or consulting financial advisors on collaborative practice-building initiatives Proven practice management experience with advanced teaming structures and client service models Experience in content creation and facilitation, with strong presentation skills for diverse group settings Proficiency with Salesforce, Power BI, and other analytical tools for delivering personalized client experiences Virtual Vocations Inc
Vacancy posted 3 days ago
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