Business Management Consultant

$125,000 - $145,000/Yr

Cetera Financial Group - Saint Paul, MN

Full-time - Mid Level

Hybrid - Saint Paul, MN

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The CWMG Regional Growth team is adding a Business Management Consultant to work with our independently owned financial services firms affiliated with Cetera to provide advice and counsel on financial health, debt and equity strategies, business expansion, long-term incentives, business valuation and cash flow projections for their businesses. Located in St. Paul, MN, this role partners with a team dedicated to serving a region and assisting those advisors continue to grow their business.

Responsibilities

• Consult with Managing Partners, Regional Directors & CFOs on financial health, debt and equity strategies, business expansion, long-term incentives, business valuation and cash flow projections for their businesses
• Negotiate with Firm Leaders to design risk appropriate financing plans for both new & experienced financial professionals
• Provide design, analysis, modeling & build of Financial Professional compensation
• Facilitate firm and financial professional succession planning through financial consulting, including financial valuation and/or analysis of financial and potential deal structures
• Structure and negotiate debt arrangements
• Participate in the recruiting and selection process of Firms or Firm Leaders, including build of financial packages, business set up within Cetera relationship, & ensure Firm readiness to join Cetera
• Establish metrics and measure results for strategic investments
• Conceptualize and design financial tools for use by the Firm Financial Professionals
• Provide guidance and expertise in the use of Cetera Firm partner financial tools

Requirements

• Bachelor's degree in finance, accounting, or related field. CPA is Preferred.
• Minimum 5 years' experience in finance, accounting, or business analysis.
• Series 7, 24, 66 required, or acquisition within six months of start.
• Highly motivated with experience managing multiple projects in a fast-paced work environment.
• Solid understanding of financial statements and accounting principles.
• Strong Excel, PowerPoint, and financial modeling skills.
• Ability to extract, manipulate, and turn large sets of data into actionable insights.
• Experience using large financial reporting systems preferred

Benefits

• Competitive performance-based bonus