Business Advisor

Business Advisor will serve as a trusted client advisor, guiding business owners through complex financial, asset protection, and entity-structuring considerations. Ideal for professionals with strong analytical, counseling, and persuasion skills.

Requirements

• Bachelor’s Degree in Business or related field
• Minimum 2 years of experience in inside sales, advisory, consulting, financial services, insurance, banking, legal services, or other professional services environments
• Ability to work a schedule that includes some Saturdays
• Proficiency with G Suite (Gmail, Slides, Docs, Sheets) and Salesforce or similar CRM tools
• Excellent interpersonal, client counseling, and relationship-management skills
• Strong written and verbal communication skills
• Independent, analytical thinker with the ability to learn quickly and manage complexity
• Demonstrated ability to guide clients through decision-making using discovery, persuasion, and closing techniques
• Collaborative, driven, and performance-oriented mindset

Benefits

• Hybrid work schedule
• Robust onboarding program
• Comprehensive medical, dental, vision, and short-term disability coverage
• 401(k) matching program
• Generous paid time off
• 7 paid company holidays
• Gym membership subsidy