Wealth Preservation Advisor - Remote

Overview

Are you a forward-thinking professional who thrives on solving complex challenges and delivering impactful business solutions? We’re seeking a results-driven Wealth Preservation Advisor to join our expanding insurance and financial services team. In this role, you’ll work directly with leadership and cross-functional teams to develop data-driven strategies that drive growth, improve performance, and enhance client value.

In Short

• Conduct market, operational, and competitive analysis to inform business strategies.
• Identify opportunities to optimize workflows, enhance client engagement, and improve profitability.
• Collaborate with cross-functional teams to design and implement strategic initiatives.
• Translate complex data and trends into clear, actionable insights and recommendations.
• Support organizational planning, growth forecasting, and performance measurement.
• Present strategic findings and plans to leadership and key stakeholders.

Requirements

• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities
• Strategic thinker with a business development mindset
• Comfortable working independently and collaboratively in a fast-paced environment
• Experience in management consulting, business strategy, operations, or finance is a plus (but not required)

Benefits

• Paid training and continuous professional development
• Health insurance and retirement plan options
• Incentive bonuses and recognition programs
• Career growth into leadership, project management, or enterprise strategy roles