Drive advisor business development with a focus on technology and education through consulting and development of programs and resources
Job Summary
Drive advisor business development with a focus on technology and education through consulting and development of programs and resources.
Analyze advisor portfolios and practices to recommend solutions on how to improve portfolio characteristics and/or business practices.
Develops, maintains and enhances relationships through virtual programs and discussions covering business strategy, new products, service requirements, and market developments.
Matching Summary
Drive advisor business development with a focus on technology and education through consulting and development of programs and resources.
Skills & Requirements
Must-have
Advisor business development
Technology and education consulting
Portfolio construction education
Advisory Technologies
Risk management and change management
Nice-to-have
Client-first, integrity, independence
Conservative, long-term view
People-first culture
Authentic selves
Key Requirements
13 months to 3 years general experience
FINRA Series 7, 65 or 66 preferred
Bachelor's degree in Accounting, Business Administration, or Finance