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. Requirements 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. #J-18808-Ljbffr Jobtailor