Job Description:
Financial Advisor Business Consultant Job Description Required Qualifications:
Practice Management & Business Development experience in the financial services industry
Sales background (client facing)
Operations background
Strong listening and consulting skills
Systems oriented with attention to detail while having a strong sales mentality
Strong written and verbal communications
Nice to have: M&A experience
Time Allotment:
75% of time will be focused on Surge's practice management or Next's M&A consulting
25% of time on project management for Tip Of The Triangle (TOT) program and Business Development projects
Some overnight travel will be required
Consultant Responsibilities:
Create training related to practice management and M&A
Create presentations for live events, webinars, podcasts, and the recorded video library
Present at live advisor events
Post social media content regularly
Conduct consulting calls with advisors on topics related to Practice Management and M&A. Topics may include:
Strategic planning to assist in defining where the advisor wants to take their firm
Tactical planning and implementation to accomplish their strategy
Partnerships
Associate Advisors - when to hire, compensation, roles, training, recruiting
Technology - hardware and software use, recommendations, and integration
Staffing - compensation, benefits, responsibilities, development, career pathing
Organizational structure
Team communications and culture
Leadership skills and techniques
Real estate
Processes - sales process, tasks delegation, client review process, clients onboarding process, financial planning, CRM usage, phones, filing and document storage, etc.
Client segmentation and client service model
Advisory boards
Succession and continuity planning
Firm acquisitions and sales
Time management and work/life balance
Work with different FIG divisions to understand the full menu of resources available at FIG. This knowledge will be used to make tactical recommendations for advisors
Perform Surge Business Consulting visits to advisor offices which will begin the Discovery Process of their one year consulting engagement
Participate in FIG advisor recruiting activities such as Home Office Visits
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