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Financial Advisor Business Consultant
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Full-time
- Practice Management & Business Development experience in the financial services industry
- 75% of time will be focused on Surges practice management or Nexts M&A consulting
- 25% of time on project management for Tip Of The Triangle (TOT) program and Business Development projects
- Create training related to practice management and M&A
- Strategic planning to assist in defining where the advisor wants to take their firm
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