Business Consultant to Financial Advisors

Job description

Who you are: You’re a people person, naturally engaging and genuinely interested in others' stories and goals. You’re tech-savvy and have a strong grasp of what it takes to keep a business running smoothly. You’ve got an eye for detail and an instinct for solving problems, even if you haven’t formally been a “problem-solver” in your previous roles. Maybe you’ve thrived on a client success team, or you’ve received recognition for being exceptionally supportive in customer service. You’re either looking to take your career to the next level or ready to apply your experience in a new, impactful way.

Your natural curiosity drives you to understand how things work and how they can improve, and you have a disciplined, hungry ambition—yet you balance that drive with humility and teamwork. An interest in marketing, business management, or helping others succeed would be a great foundation. Here, you’ll have the chance to learn...