State Licensed Business Consultant - Whittier California

Company: VirtualVocations
Location: Whittier, California
Posted On: 01/29/2025

A company is looking for a Business Management Consultant to provide strategic consulting for independently owned financial services firms.



Key Responsibilities

Consult with firm leaders on financial strategies, business expansion, and cash flow projections
Negotiate financing plans and structure debt arrangements for financial professionals
Facilitate succession planning and provide financial consulting for firm readiness


Required Qualifications

Bachelor's Degree
Minimum 8 years of experience, including 5 years in financial consulting
Acquisition of Series 7, Series 24, and Series 66 licenses
Certified Public Accountant preferred More...

Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.