Business Consultant

About the role

The Business Consulting team at Kestra Financial is dedicated to empowering advisor success by providing consulting services in five critical areas: Strategy, Growth and Marketing, Financial Management, Human Capital, and Operational Efficiency.

Responsibilities

• Assess businesses by analyzing and advising firms on all aspects of business/practice management, particularly in strategy/business planning, human capital, marketing, operational efficiency, and financial management.
• Conduct client meetings in advisors’ offices, home office on-site meetings, recurring telephone meetings, and webinars.
• Develop and deliver content and programs that assist firms in driving organic growth, scale, and profitability.
• Work with and manage various third-party relationships that support the team’s initiatives.
• Drive adoption of Kestra platforms and services that can assist Advisors’ businesses in achieving higher levels of efficiency, profitability, and growth.
• Manage client engagements in coordination with the engagement team, including project management, relationship management, business analytics, and client advice.
• Identify opportunities to drive referrals to Kestra departments.
• Provide succession planning and M&A support to Advisors and firms.
• Provide excellent follow-up and efficient problem resolution.
• Escalate issues or interest in relation to Kestra departments such as: Technology, Operations, Compliance, Marketing, Business Development, and Wealth Management.
• Share feedback from Advisors/staff with the Kestra Executive Committee and departments to improve deliverables and adoption of resources.
• Be an expert on the primary Kestra resources and services.
• Stay on top of industry trends in the Business Consulting area.
• Maintain the Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.
• Share industry ideas and best practices from other advisors with the Business Consulting Team, advisors, and staff.

Requirements

• 3-5 years of financial services, practice management, or business consulting experience.
• Bachelor’s degree or the equivalent combination of education and experience is required.
• Applicable FINRA licenses are preferred (e.g., Series 7, 6, 65, 66, 63).
• Intellectual, analytical, and reasoning abilities.
• Excellent written and verbal communication skills.
• High level of professionalism and follow-through.
• Ability to self-direct and manage time and priorities.
• Well-developed organizational and project management skills.
• Ability to see the “big picture” while maintaining attention to detail.
• Ability to work independently and be a team player.
• 20% travel required.

Qualifications

• Must have the ability to assess businesses by analyzing and advising firms on all aspects of business/practice management, particularly in strategy/business planning, human capital, marketing, operational efficiency, and financial management.
• Must be able to conduct client meetings in advisors’ offices, home office on-site meetings, recurring telephone meetings, and webinars.
• Must be able to develop and deliver content and programs that assist firms in driving organic growth, scale, and profitability.
• Must be able to work with and manage various third-party relationships that support the team’s initiatives.
• Must be able to drive adoption of Kestra platforms and services that can assist Advisors’ businesses in achieving higher levels of efficiency, profitability, and growth.
• Must be able to manage client engagements in coordination with the engagement team, including project management, relationship management, business analytics, and client advice.
• Must be able to identify opportunities to drive referrals to Kestra departments.
• Must be able to provide succession planning and M&A support to Advisors and firms.
• Must be able to provide excellent follow-up and efficient problem resolution.
• Must be able to escalate issues or interest in relation to Kestra departments such as: Technology, Operations, Compliance, Marketing, Business Development, and Wealth Management.
• Must be able to share feedback from Advisors/staff with the Kestra Executive Committee and departments to improve deliverables and adoption of resources.
• Must be able to be an expert on the primary Kestra resources and services.
• Must be able to stay on top of industry trends in the Business Consulting area.
• Must be able to maintain the Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.
• Must be able to share industry ideas and best practices from other advisors with the Business Consulting Team, advisors, and staff.

Skills

• Curiosity and thoughtfulness.
• Outgoing personality with the ability to speak with clients/prospects, facilitate discussions, and deliver presentations to large and small groups.
• Ability to self-direct and manage time and priorities.
• Well-developed organizational and project management skills.
• Ability to see the “big picture” while maintaining attention to detail.
• Ability to work independently and be a team player.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k)
• Health insurance
• A competitive benefits package

Pay

Competitive pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position with 20% travel required.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Kestra Values

• Serve
• Make it Happen
• One team