About the Role
This role partners with financial advisors to enhance practice management by designing and implementing strategies that improve business operations, client engagement, and long-term growth. The consultant provides guidance on practice development, leveraging financial planning as a core driver of scalability and profitability.
Responsibilities
- Collaborate with financial advisors to assess current business models and identify growth opportunities
- Develop customized practice management strategies aligned with client acquisition and retention goals
- Deliver consulting services focused on operational efficiency and workflow optimization
- Integrate financial planning into core advisory services to strengthen client relationships
- Conduct business reviews to evaluate performance metrics and key benchmarks
- Provide guidance on team structuring and role delegation within advisory practices
- Support implementation of client segmentation and service tier models
- Train advisors on best practices for scaling their businesses
- Facilitate workshops and one-on-one coaching sessions for practice improvement
- Leverage data analytics to inform strategic recommendations
- Assist in setting measurable goals for revenue growth and client base expansion
- Promote adoption of technology tools that enhance practice efficiency
- Maintain up-to-date knowledge of industry trends and regulatory considerations
- Coordinate with internal specialists to deliver holistic solutions
- Document consulting engagements and track progress against action plans
- Ensure recommendations align with firm standards and compliance protocols
- Act as a trusted advisor throughout the implementation process
- Identify cross-functional resources to support practice transformation
- Measure impact of practice management initiatives through performance tracking
- Support change management within advisory teams
- Encourage continuous improvement through feedback loops
- Translate complex financial concepts into actionable business strategies
- Balance short-term needs with long-term strategic objectives
- Maintain confidentiality and professionalism in all client interactions
- Adapt consulting approach based on practice size, focus, and market
Compensation
Competitive salary and performance-based incentives
Work Arrangement
Hybrid work model with regional travel required
Team
Part of the Financial Planning Practice Management team supporting enterprise-wide advisor development
About the Team
The Financial Planning Practice Management team is dedicated to helping advisors build scalable, client-focused businesses. We combine financial planning expertise with operational insights to drive sustainable growth and improve client outcomes across the advisory network.
What We Offer
- Opportunities for professional growth in a supportive environment
- Access to training and development resources
- Collaborative culture focused on innovation and advisor success
- Comprehensive benefits package including health, retirement, and wellness programs
Not available
