Advisor Growth & Strategy Consultant

Kestra Holdings; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Opportunities for training and development

Job summary

A leading wealth management platform is seeking a Business Consultant in Austin, Texas. The role involves empowering independent financial professionals by offering tailored consulting services focused on strategy, growth, and operational efficiency. Candidates should have 3-5 years of experience, excellent communication skills, and a Bachelor’s degree. The position provides competitive pay and benefits within a collaborative work environment, emphasizing professional development and growth opportunities.

Qualifications

• 3-5 years of experience in financial services or business consulting.
• Excellent written and verbal communication skills required.
• Strong organizational and project management skills necessary.

Responsibilities

• Assess business practices and provide consultancy.
• Conduct client meetings and webinars.
• Develop content to assist firms in driving growth.

Skills

Financial services expertise

Analytical abilities

Communication skills

Project management

Detail-oriented

Education

Bachelor’s degree or equivalent

Tools

FINRA licenses (e.g., Series 7, 65)

Job description

A leading wealth management platform is seeking a Business Consultant in Austin, Texas. The role involves empowering independent financial professionals by offering tailored consulting services focused on strategy, growth, and operational efficiency. Candidates should have 3-5 years of experience, excellent communication skills, and a Bachelor’s degree. The position provides competitive pay and benefits within a collaborative work environment, emphasizing professional development and growth opportunities.