Business Consultant

About the role

The purpose of the Business Consulting team is to empower advisor success by helping advisors and firms in five business-critical areas: Strategy, Growth and Marketing, Financial Management, Human Capital, and Operational Efficiency.

Responsibilities

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

Skills

• Critical thinking and problem-solving skills.
• Strong interpersonal and communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.
• Knowledge of financial services industry.

Benefits

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

401(k), health insurance, and a competitive benefits package

Work in a supportive, collaborative environment committed to professional excellence

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Pay

Competitive salary based on experience and qualifications

Schedule

Full-time position with flexible scheduling options