Boly:Welch

Job Number: 15275

Salary: $75K-$120K DOE

Industry: Financial Services

What Matters Most:

  • 2+ years’ experience as a financial advisor, account executive, or business/management consultant within the financial services industry
  • Bachelor’s degree required


Your New Role:
This consulting solutions firm is seeking a best-in-class Business Consultant to join their elite ranks. You’ll engage directly with both existing and potential clients, offering comprehensive expertise across the spectrum of financial planning, while simultaneously assessing the potential of your clients’ growth amidst the landscape of their industry.

As Business Consultant, your responsibilities will encompass recruiting, onboarding and retaining members by developing relationships and deeply understanding the needs of clients. You’ll also monitor and facilitate communication between departments to ensure best possible service is being delivered to those clients on all fronts.

You’ll be a perfect fit for this role if you believe in advocating for your clients by utilizing your expertise in strategic business and financial matters. Your duties will also include time management and scheduling an array of tasks and projects based on client needs.

This is a hybrid role.


Your New Organization:
While the function of this consulting firm is to grow and strategize with their members, the most valued assets are their employees. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals – whatever that might look like for them.

Your benefits here will include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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To apply for this job please visit apply.bolywelch.com.

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