Professional Team Growth Consultant

Role Overview

The Professional Team Growth Consultant serves as a trusted consultant to financial advisors and advisory teams, providing strategic consulting on practice management, business planning, organizational design, financial management, succession planning, and ownership transitions.

What You Will Do

Facilitate complex business discussions, analyze practice performance data, and deliver actionable recommendations that drive scalability, profitability, and enhanced client outcomes.

Why It Might Be a Fit

This role requires advanced knowledge of advisory practice management, business planning, organizational design, human capital strategy, and financial management, as well as experience facilitating complex business and interpersonal discussions among business owners and leadership teams.

Requirements

• Bachelor’s degree in finance, business administration, or a closely related field, or equivalent professional experience
• Proven experience in coaching/consulting financial advisors through teaming initiatives, or in creating and implementing programs focused on collaborative practice-building, with a minimum of 5 years in a similar role
• Practice management experience with advanced teaming structures, including expertise in client service models, team building, and model office practices
• Experience in content creation and facilitation, skilled in presenting to drive understanding and success in large or small group settings
• Demonstrated ability to manage change effectively, with a flexible and adaptable approach, while maintaining a strong results-oriented focus
• Proficient with internal sales advice platforms designed for delivering personalized client experiences, Salesforce, and other tools (e.g., Microsoft Office, Power BI)

Benefits

• Various bonuses
• Medical, dental, and vision insurance
• Health savings account
• Flexible spending account
• 401k
• Pension
• Life and accidental death and dismemberment insurance
• Disability insurance
• Supplemental protection insurance
• 20 days of Paid Time Off each year
• Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• Paid parental leave
• EAP
• Well-being benefits

Tagged as: Power BI, Salesforce