Regional Practice Growth Consultant

Harvard Group International; United States; On-site; USD 120,000 - 170,000; Full time

Job summary

Harvard Group International is seeking a Regional Practice Growth Consultant to coach approximately 15 Financial Advisors, strengthen client relationships, and drive measurable organic growth. The role focuses on changing advisor behavior, building trusted relationships, and translating goals into practical action plans.

You will partner with the Regional Director to align coaching priorities, lead workshops, and improve adoption of planning tools while traveling regionally as priorities require.

Qualifications

• 10+ years of experience in financial services, including at least 5 years as a Financial Advisor or Financial Consultant.
• 5+ years of experience coaching, developing or leading Financial Advisors and/or Financial Consultants.
• Demonstrated success in advisor development, sales leadership, practice growth or field enablement.
• Strong knowledge of financial planning, investment management and the commercial dynamics of an advisory practice.
• Strong relationship-building, influencing, communication, presentation and facilitation skills.
• Ability to establish credibility and lead behavioral change without direct or positional authority.
• Commercial and sales acumen, supported by disciplined execution and analytical capability.

Responsibilities

• Coach approximately 15 Financial Advisors through individualized goals, development plans, and regular accountability.
• Build trusted relationships and provide candid feedback that creates sustained behavioral change.
• Help advisors increase organic growth through outside-asset capture, deeper client relationships, referrals, and client advocacy.
• Use pipeline data and planning conversations to identify opportunities, establish priorities, and measure progress.
• Drive effective adoption of Salesforce and financial-planning tools to improve pipeline visibility and client value.
• Help advisors translate technology and processes into consistent daily behaviors and follow-through.
• Partner with the Regional Director to align coaching priorities and reinforce consistent growth strategies.
• Facilitate regional meetings, workshops, and group coaching for audiences of up to approximately 60 advisors.
• Partner with Product, Planning, Technology, L&D, and Integrations to resolve advisor needs and improve field adoption.
• Translate advisor feedback into effective training, onboarding, resources, and practice-growth improvements.

Skills

Coaching & development

Relationship building

Communication & facilitation

Strategic thinking

Change management

Education

Series 65 license or Series 7/66 combo

Tools

Salesforce

Financial planning tools

Job description

ROLE OVERVIEW: Regional Practice Growth Consultant

The Regional Practice Growth Consultant is a high-impact advisor coach and change leader responsible for helping a dedicated group of Financial Advisors strengthen their commercial mindset, deepen client relationships and deliver measurable organic growth. This is not primarily a technical financial planning role. The central mandate is to change advisor behavior: building trusted coaching relationships, uncovering individual motivations, translating goals into practical action plans and holding advisors accountable for sustained execution. The consultant will help capable planners identify outside assets, create client advocates and referrals, manage opportunities more consistently, and use tools and client-interaction processes to focus on the activities that create the greatest value. Reporting to the Vice President of Practice Management, the Regional Practice Growth Consultant will operate as the right hand of an assigned Regional Director, who will provide significant day-to-day direction. With no direct reports, success depends on credibility, relationship building and the ability to influence experienced advisors without positional authority. Approximately 75% - 80% of the role will be devoted to individual and group coaching. The balance will involve cross-functional partnership, training and subject-matter contribution as the company continues to build and refine its national practice-growth model.

KEY RESPONSIBILITIES: Regional Practice Growth Consultant

• Coach approximately 15 Financial Advisors through individualized goals, development plans, and
• regular accountability.
• Build trusted relationships and provide candid feedback that creates sustained behavioral change.
• Help advisors increase organic growth through outside-asset capture, deeper client relationships, referrals, and
• client advocacy.
• Use pipeline data and planning conversations to identify opportunities, establish priorities, and measure progress.
• Drive effective adoption of Salesforce and financial-planning tools to improve pipeline visibility and client value.
• Help advisors translate technology and processes into consistent daily behaviors and follow-through.
• Partner with the Regional Director to align coaching priorities and reinforce consistent growth strategies.
• Facilitate regional meetings, workshops, and group coaching for audiences of up to approximately 60 advisors.
• Partner with Product, Planning, Technology, L&D, and Integrations to resolve advisor needs and improve
• field adoption.
• Translate advisor feedback into effective training, onboarding, resources, and practice-growth improvements.

QUALIFICATIONS & EXPERIENCE: Regional Practice Growth Consultant

• 10+ years of experience in financial services, including at least 5 years as a Financial Advisor or Financial Consultant.
• 5+ years of experience coaching, developing or leading Financial Advisors and/or Financial Consultants.
• Demonstrated success in advisor development, sales leadership, practice growth or field enablement.
• Strong knowledge of financial planning, investment management and the commercial dynamics of an advisory practice.
• Strong relationship-building, influencing, communication, presentation and facilitation skills.
• Ability to establish credibility and lead behavioral change without direct or positional authority.
• Commercial and sales acumen, supported by disciplined execution and analytical capability.
• Series 65 license, or an equivalent Series 7 and Series 66 combination.
• Ability to travel approximately 25%–50%, based on regional priorities.

COMPENSATION: Regional Practice Growth Consultant

The position offers a competitive compensation package, including a strong base salary, and comprehensive benefits.