Strategic Practice Management Consultant (Hybrid)

Ameritas; Oklahoma; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Flexible hybrid work

Paid time off

Health benefits

Job summary

Ameritas in the United States seeks a Practice Management Consultant to deliver coaching, consulting, and development solutions that accelerate advisor growth and performance. This role leads regional practice management initiatives, partnering with advisors to improve strategic planning, operational efficiency, and continuity planning.

The position requires 4+ years of consulting with financial advisors, a Bachelor's degree, strong facilitation and coaching skills, Series 6/7 (66 desired), and

Qualifications

• 4+ years of experience consulting with financial advisors and/or financial services practices.
• Bachelor's degree or equivalent combination of education and experience.
• Strong facilitation, coaching, and consultative skills with the ability to influence advisor outcomes.

Responsibilities

• Lead practice management initiatives within an assigned region to drive advisor growth.
• Consult with advisors to improve business performance through growth, efficiency, marketing, and development.
• Design and deliver advisor development programs, including workshops and coaching sessions.

Skills

Consulting

Coaching

Facilitation

Travel 25-50%

Education

Bachelor's degree

Tools

Salesforce

Job description

Ameritas in the United States seeks a Practice Management Consultant to deliver coaching, consulting, and development solutions that accelerate advisor growth and performance. This role leads regional practice management initiatives, partnering with advisors to improve strategic planning, operational efficiency, and continuity planning.

The position requires 4+ years of consulting with financial advisors, a Bachelor's degree, strong facilitation and coaching skills, Series 6/7 (66 desired), and