Senior Business Consultant. RJFS

Job description

Job Description Summary Job Description: Under minimal supervision, uses knowledge and skills obtained through education, experience, training, and/or certification to lead business consulting engagements with independent business owners. Leverages extensive industry expertise to deliver a wide range of consultative services. Typical engagements include new entity formation activities, business growth initiatives, and business infrastructure planning for new and existing RJFS branch owners. In addition to supporting financial advisors transitioning to the firm, consultants assist branch owners as they scale their businesses or prepare for succession or exit. Maintains contact with internal and external clients to identify, research, and resolve issues. Operates in a professional consultative capacity to help achieve both client and business goals. Essential Duties and Responsibilities: Deliver value-added business consulting services to new and existing branch owners and financial advisors. Host Home Office Visits for prospective advisors and conduct live presentations highlighting Independent Business Consulting service offerings. Proactively manage a pipeline of committed advisor...