Job Description
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: ICA Group and LPL Financial are looking for a qualified Business Consultant, serving as an ally and partner in providing consultation and guidance to improve financial advisors’ practices. You will play an integral part in undertaking projects on behalf of the client’s business and providing a world class service. A successful business consultant, first and foremost, has broad knowledge of the many facets of market forces and business. The ideal candidate will also possess great problem-solving skills to provide solutions and recommendations that will increase the financial advisor’s profitability and efficiency. Responsibilities: The primary responsibilities of this role include, but are not limited to, the following: Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client’s requirements and recommendations Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, etc.) Analyze and interpret data to identify areas of improvement Formulate recommendations and solutions and present to clients Partner with the clients to implementing plans and resolve any issues Relationship Management Work directly with ICA Group and their teams in a consulting and coaching capacity Centralized point of contact for advisor questions, issues, and/or advice Help advisors navigate products and services available Keep advisors informed of any LPL
