Business Consultant with Licenses

To support financial advisors in enhancing their practices, the full-time Business Consultant with Licenses will organize and execute business projects, provide consultation, and analyze data to deliver actionable recommendations, while collaborating with clients and internal teams in a remote setting. Key responsibilities Organize and execute business projects based on client requirements, including recruiting and promotional campaigns Meet with clients to assess situations and collect relevant business information through various methods Analyze data to identify improvement areas and present solutions to clients, partnering with them to implement plans 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 such as Salesforce, Redtail, or E-Money Series 7, 63, 65, and/or 66 licenses Strong knowledge of investments, financial operations, and business practices