Business Advisor

Job DetailsJob Location: Rainbow Office - Las Vegas, NV 89107Position Type: Full TimeSalary Range: $45,000.00 - $45,000.00 Base+Commission/yearJob Category: Sales & MarketingJob 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