State Licensed Business Consultant
Company: VirtualVocations
Location: San Jose
Posted on: January 25, 2025
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Job Description:
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
Keywords: VirtualVocations, Cupertino , State Licensed Business Consultant, Professions , San Jose, California
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