Cnect

Practice Transformation Consultant

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Salary

💰 $107,000 - $137,000 per year

About the role

  • Responsible for building and executing practice transformation playbook(s).
  • Define, build and execute a Practice Transformation Concierge Process that includes engagement with pre-affiliation, onboarding and advisory support teams.
  • Responsible for tracking success stories and reporting on results and outcomes of practice transformation engagements and implementations with advisors.
  • Partner closely with Financial Planning & Analysis and CBA teams to create & deliver practice transformation and transition assistance offers.
  • Responsible for identifying opportunities to improve the engagement and execution model.
  • Responsible for executing successful implementation and partner hand-offs of practice transformation plans.
  • Other duties as assigned.

Requirements

  • Demonstrated understanding of an advisor recruiting processes
  • Strong communication skills
  • Bachelor's degree in finance or a related field or equivalent.
  • Minimum of 5 years of experience in Financial Services or Broker Dealer industry
  • Practice development and advisor recruiting experience
  • Series 7, 24, 66 required.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
practice transformationengagement modelimplementationreportingfinancial planningadvisory supportonboardingprocess developmentsuccess tracking
Soft Skills
communicationcollaborationproblem-solvingorganizational
Certifications
Series 7Series 24Series 66