Advisor Team Operational Consultant
Wealth Enhancement Group(1 month ago)
About this role
An Advisor Team Operational Consultant at Wealth Enhancement works to improve the productivity, efficiency, and consistency of advisor teams across the firm by aligning operational practices and system adoption with firm standards. The role serves as a bridge between advisor offices and home office functions to ensure scalable, compliant, and high-quality client service.
Required Skills
- Operational Consulting
- Training Delivery
- Process Optimization
- Project Management
- Salesforce
- Orion
- Microsoft 365
- Data Analysis
- Coaching
- Communication
Qualifications
- Bachelor’s Degree in Business or Related Field
- Advanced Professional Designation (Preferred)
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