Business Advisor

Job Purpose

The Business Advisor serves as a trusted client advisor, guiding business owners through complex financial, asset protection, and entity-structuring considerations. This role is ideal for professionals with strong analytical, counseling, and persuasion skills who enjoy advising clients, diagnosing risk, and recommending tailored solutions  without billable hours or traditional legal practice constraints. 

The Advisor works with prospective clients from initial consultation through decision-making, ensuring a high standard of professionalism, ethical guidance, and client service throughout the engagement. 

Key Responsibilities

Client Consultation

• Conduct structured strategy sessions with prospective clients to evaluate their business, assets, and risk exposure.
• Identify client goals, constraints, and priorities through consultative questioning and issue-spotting techniques.
• Work with prospects who have engaged through Partner-led virtual events or educational content (no cold calling involved).

Client Consultation & Sales Strategy

• Conduct structured, high-value strategy sessions with prospective clients to diagnose risk exposure, evaluate business and asset needs, and qualify the client as a high-potential sales opportunity.
• Employ consultative selling and issue-spotting techniques to deeply identify client goals, financial constraints, and priorities, mapping their needs to the firm's core service offerings.
• Skillfully convert inbound leads generated through Partner-led virtual events or educational content into active engagements by clearly presenting the value of tailored solutions (no cold calling involved).
• Drive the advisory and decision-making process by articulating a clear "next step" and moving the client toward commitment.

Knowledge and Learning

• Complete initial training and obtain the Anderson Business Advisor Certification.
• Maintain working knowledge of asset protection strategies, entity structuring concepts, and business advisory frameworks.
• Attend company virtual events and stay current on Partner educational content, including YouTube and podcast materials.

Asset Protection Blueprint

• Develop an initial, customized asset protection blueprint aligned with each client’s facts, objectives, and risk profile.
• Guide clients through the advisory and decision-making process, clearly explaining available services and solutions.
• Address client questions with clarity, accuracy, and professional judgment.

Client Relationship Management

• Collaborate with Senior Advisors or Strategists for complex matters requiring advanced structuring or deeper expertise.
• Maintain ongoing client relationships with responsiveness, discretion, and professionalism.
• Document client interactions, analysis, and next steps accurately in Salesforce.

Performance and Goals

• Consistently meet or exceed monthly performance objectives aligned with company goals.
• Maintain punctuality, preparedness, and dependable attendance.

Competencies

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Oversees team projects and ensures accountability at all levels.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key clients.
• Anticipates client needs and delivers proactive, thoughtful solutions.
• Leads initiatives to improve client experience and service standards.

Time Management / Organization

• Plans and organizes work effectively across multiple client matters
• Implements sound time management strategies.
• Anticipates and addresses scheduling and workflow constraints.

Communication

• Communicates complex concepts clearly, persuasively, and professionally.
• Navigates sensitive or high-stakes conversations with diplomacy.
• Coaches others on effective communication techniques.

Teamwork

• Contributes to a collaborative, high-performance team environment.
• Mentors and supports colleagues to enhance collective results.
• Helps resolve interpersonal or workflow challenges constructively.

Self-Motivated

• Demonstrates initiative and ownership of outcomes.
• Pursues continuous improvement and professional growth.
• Drives projects and client matters to completion with minimal supervision.

Required Qualifications

• Bachelor’s Degree in Business or related field.
• Minimum 2 years of experience in inside sales, advisory, consulting, financial services, insurance, banking, legal services, or other professional services environments.
• Ability to work a schedule that includes some Saturdays.
• Proficiency with G Suite (Gmail, Slides, Docs, Sheets) and Salesforce or similar CRM tools.
• Excellent interpersonal, client counseling, and relationship-management skills.
• Strong written and verbal communication skills.
• Independent, analytical thinker with the ability to learn quickly and manage complexity.
• Demonstrated ability to guide clients through decision-making using discovery, persuasion, and closing techniques.
• Collaborative, driven, and performance-oriented mindset.

Preferred Qualifications

• Bilingual (English/Spanish) preferred.
• JD, pre-law background, or experience in legal, compliance, or regulatory environments strongly considered.
• Additional certifications or coursework related to financial services, business advisory, or risk management.

Performance Metrics

• Client Satisfaction: Measured through client feedback and satisfaction surveys.
• Advisory Outcomes: Achievement of monthly performance goals and company objectives.
• Communication: Timely, accurate, and professional client and internal communication.
• Accuracy: Quality and completeness of client documentation and CRM records.

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
  
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
 
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
 
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
 
Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching programRecharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.