Cooperidge Consulting Firm
Business Funding Advisor
United States
Sponsorship not specifiedDetected 17 days ago
CRMSalesLeadershipCommunicationProblem SolvingOrganizational Skills
About the role
- Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process. Advisors conduct consultations, assess funding readiness, educate clients on funding strategies, and help develop customized capital plans that align with each client's business goals. This is a consultative
- role focused on building trust, delivering value, and helping clients make informed financial decisions. Responsibilities Conduct virtual consultations with business owners Review business and financial profiles to assess funding readiness Educate clients on business funding, credit positioning, and lending best practices Develop customized funding
Nice to have
- Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process.
- Competitive base and/or commission structure (depending on experience) Performance incentives Professional development and ongoing training Opportunity for advancement within a rapidly growing advisory firm
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