Business Planning Consultant

The Business Planning Consultant is responsible for supporting advisors in evaluating their books of business, providing growth recommendations, and contract management activities. This role encompasses extensive research, strategic development, and collaboration with various functions across the organization to support advisors in optimizing their operations. The Business Planning & Networking Consultant also supports advisor contract processes by ensuring accurate documentation to maintain consistency between business plans and contractual obligations. Additionally, the Business Planning Consultant assists with succession planning and ensures smooth transitions for advisors when necessary.