Affiliate Growth Consultant

The Affiliate Growth Consultant is a key role in delivering wealth management services to firms and driving results for CPA firms. The role involves working directly with affiliate CPA firms to grow their wealth management business and implementing best practices for establishing wealth management as a core offering in their firm.

Requirements

• At least 5 years related financial services/planning experience and/or training
• Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage
• Build strong relationships across all teams by fostering collaboration
• Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts
• Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Easy access to mental health benefits to meet our team members and their families where they are
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
• Paid parental leave to support all team members with birth, adoption, and foster
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more