Job Overview:

ICA Group and LPL Financial are looking for a qualifiedBusiness Consultant, serving as an ally and partner in providing consultation and guidance to improve financial advisors9 practices. You will play an integral part in undertaking projects on behalf of the client9s 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 advisor9s 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 client9s 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 client9s 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, ICA Group, and regulatory changes

• Collaborate with internal teams and external partners

Practice Management/Business Planning

• Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services

• Create and implement the firm9s productivity initiatives

• Facilitate completion and implementation of advisor business plans

• Implement Client Segmentation, value proposition/mission statement, and client service model

• Provide succession planning advice and guidance

• Discuss team structures and define roles

• Deliver business valuations

• Share advisor best practices

Regional Meetings / Study Groups

• Organize and facilitate periodic advisor study groups, focus groups and regional meetings

• Incorporate sponsors and industry experts

• Increase advisor capabilities and promote best practices

Requirements:

• Bachelor9s Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.

• 10+ years of experience in the financial services industry and consulting. Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, Wealthbox, E-Money).

• Series 7, 63, 65, and/or 66 licenses

Core Competencies:

• Analytical mind with excellent data collection and organization skills.

• Excellent time management and organizational skills.

• Outstanding communication and interpersonal skills.

Preferences:

• Relevant industry experience working with independent financial advisors

• Strong knowledge of investments, financial operations, insurance, and business practices, with a solid understanding of the broker/dealer landscape

#LPL-PA

Pay Range: