Associate Business Consultant (Remote Opportunity)

Practice Management Opportunity in Financial Services

Associate Business Consultant (Remote Opportunity)

Location:        ALL LOCATIONS & REMOTE 



We have an opportunity for a Business Consultant within Advisor Group’s Business Coaching & Consulting team. The primary responsibility of this position is to provide coaching and consulting to Advisor Group’s affiliated financial professionals to help them grow their business and deliver best-in-class advice to their clients.  Additional responsibilities include conducting live and virtual educational sessions for financial professional and support staff; facilitating virtual study groups; and providing subject-matter expertise on best practices and trends to support the teams on-going content development initiatives.  


  • Provide consulting and coaching to financial professionals on a range of business issues, including business strategy, marketing and business development, client engagement, advice delivery, people management, and scalable workflows
    • Conduct discovery on client needs, issues, obstacles, and resistance
    • Contract with client, setting clear expectations of consultant's role vs. client's role
    • Diagnose root causes
    • Formulate recommendations for improvement
    • Select and deliver appropriate tools and resources to help client achieve goals
    • Provide authentic feedback and advice to client
    • Help customer manage through the change
    • Hold customer accountable to their commitments
  • Provide subject-matter expertise on best practices and trends to support the teams on-going content development initiatives. Gather and curate leading trends and real-life case scenarios
  • Lead and participate in sales campaigns for programs – add develop relationships to promote BC&C programs
    • Meet with prospective financial professionals regarding coaching programs and persuade them to affiliate with an Advisor Group firm
  • Answer questions from customers about coaching programs.  Match customer needs to the solutions provided by the coaching programs.   Persuade customers to commit to a coaching engagement
  • Conduct work style assessments for financial professionals and support staff. Interpret and results and provide actionable feedback to individuals and teams
  • Conduct virtual and in-person training and educational sessions for financial professionals and support staff
    • Facilitate virtual study group meetings with financial professionals
  • Work on projects related to coaching programs and services, including conferences and events
  • All other duties as assigned.

Education Requirements:

  • Bachelor’s degree in Finance, Management or related field is preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • 5+ years’ experience in financial services of business coaching / consulting
  • Aptitude to analyze information and behavior and develop relevant solutions
  • Ability to maintain confidentiality for clients
  • Aptitude to make analytical and rule-based decisions
  • Capacity to organize, prioritize, reprioritize, and handle multiple tasks
  • Ability to plan and implement organizational goals and objectives
  • Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
  • Ability to review and revise processes and procedures
  • Knowledge of adult training methods, practices, and techniques
  • Skilled in conducting effective presentations and workshops; excellent verbal and written communication
  • Skilled in operating personal computer and various software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
  • Skill in research and problem-solving techniques
  • Ability to travel approximately 4-6 weeks annually

Preferred Requirements:    

  • FINRA Series 7 & 24 licenses preferred.
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.