Business Advisor

Found in: Appcast US C2 - 2 weeks ago

Hartford, United States Women's Business Development Council Full time

Overview

The Women’s Business Development Council (WBDC) is seeking a small business marketing expert to serve as its part-time Access to Capital Advisor, based in our Hartford office.


The Business Advisor has a multi-faceted role within the Client Services Team. They are responsible for developing and delivering relevant, cutting-edge, quality entrepreneurial programs and services focused on all aspects of Access to Capital to WBDC clients to achieve optimal economic impact outcomes. The Access to Capital Business Advisor will be responsible for educating clients and staff on the elements of financial management and accessing capital for businesses of all sizes. Key knowledge areas include: financial accounting, access to capital from traditional and nontraditional sources, preparing to access capital, and helping clients to identify the right source of capital for them and their business, etc.


This person will also be responsible for engaging clients, volunteers, and the community. This position is a key contributor for enhancing and maintaining WBDC’s strategic competitiveness as the preferred provider of entrepreneurial training in Connecticut. The Access to Capital Business Advisor will report to WBDC’s Capitol Region Program Manager.


This is a full time role. At least two days/week will be worked from our Hartford office, and the remaining days can be done remotely. Occasionally, evening or weekend work may be required. Travel around the state and to our offices in Stamford, Waterbury, New Haven, and New London, as well as other locations across Connecticut, will be required on a regular basis. The salary range for the role is $70,000 to $75,000 plus benefits, commensurate with experience.


Duties and Responsibilities

  • Develop, enhance, and deliver WBDC’s Access to Capital program, in collaboration with other business advisors; recruit guest speakers and advisors; counsel and guide clients on financing topics and strategy; advocate and encourage business plan development; review business plans and provide clients with constructive, actionable feedback
  • Enhance and deliver WBDC entrepreneurial Access to Capital programming through live and on-demand training and one-on-one business advising
  • Advise and assist clients on all aspects of launching and/or scaling a small business and financial management
  • Enhance existing offerings and develop new programs to address changing client needs and economic conditions for new and established business owners
  • Develop/maintain working knowledge of LivePlan, an online business planning tool to utilize in classes and counseling sessions
  • Develop/maintain working knowledge of micro enterprise and small business programs in Connecticut and nationally
  • Develop/maintain a working knowledge of latest tools available to provide entrepreneurs with enhanced financing opportunities to build their businesses
  • Assist Program Team with WBDC’s grant programs, including providing pre- and post-funding technical assistance, application review and reporting
  • Follow-up with clients after classes, grant applications and advising, to boost client engagement and collect outcomes
  • Complete required data for compliance on a timely basis, within 48 hours after each class/ counseling session; collect client evaluations and testimonials; contribute to client success stories
  • Develop and maintain relationships with community partners and lenders around Connecticut
  • Engage financing programmatic volunteers; develop and maintain relationships with volunteers, including vetting volunteer instructors, counselors, and advisors; work with team to ensure seamless tracking and reporting
  • Maintain confidentiality and professionalism in all client interactions
  • Represent and assist at WBDC programs and events
  • Represent WBDC at partner events and meetings
  • Other duties as assigned


Qualifications

  • Bachelor’s Degree in business, marketing, or relevant field; Master’s in Business Administration or related field preferred
  • Minimum 8 years professional experience in the fields of small business management, finance, banking, lending, economic development, or micro-enterprise, with experience delivering training and counseling/coaching to small business owners strongly preferred
  • Finance experience
  • Knowledge of current financing trends and best practices
  • Knowledge of food businesses a plus
  • Experience in community outreach
  • Experience working with diverse communities or underserved populations
  • Excellent communication, writing, organizational and decision-making skills
  • Excellent presentation/public speaking skills to small groups in person and virtually
  • Proficiency with Microsoft Word, PowerPoint, Excel and Outlook
  • Sensitive to the needs of a diverse client base
  • Availability to work occasional evenings and/or weekends as needed
  • Fluency in English required, Spanish a plus
  • Must have own transportation as this position requires travel between locations


How We Operate

We are a team of over 30 talented individuals who collectively deliver outstanding results through a high level of passion and commitment.


Please apply if you:

  • Possess an Entrepreneurial Mindset – creative, motivated, enthusiastic, and energetic
  • Seek to inspire and empower those around you, whether they are clients or colleagues
  • Thrive in a fast-paced environment, and are comfortable with change
  • Take initiative, and are willing to go above and beyond to achieve results
  • Are highly detailed, and demonstrate a sense of urgency in setting and meeting deadlines
  • Can work independently, and see the big picture while working in the day-to-day
  • Prosper in a culture of teamwork and growth, and value collaboration
  • Are passionate about supporting women entrepreneurs and small business owners


Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position.


WBDC, Inc. Equal Employment Opportunity Statement

WBDC is committed to creating a diverse environment and is proud to be an equal opportunity employer. We welcome qualified applicants to receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

  • Business Advisor

    2 weeks ago

    Hartford, United States CareerBuilder Full time

    Overview The Womens Business Development Council (WBDC) is seeking a small business marketing expert to serve as its part-time Access to Capital Advisor, based in our Hartford office. The Business Advisor has a multi-faceted role within the Client Services Team. They are responsible for developing and delivering relevant, cutting-edge, quality...

  • Financial Advisor

    2 weeks ago

    West Hartford, United States CareerBuilder Full time

    Baystate Financial - Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your backbone,...

  • Financial Solution Advisor

    1 week ago

    Hartford, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Join our client's team as a Financial Solutions Advisor and embark on a journey toward becoming the financial advisor you aspire to be. Our client provides comprehensive training and mentorship, guiding you along a structured path to success. In this role, you'll engage with both affluent and high net worth clients, forging meaningful relationships,...

  • Junior Advisor

    1 day ago

    Hartford, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Wealth Advisor

    2 weeks ago

    West Hartford, United States CareerBuilder Full time

    Summary/Objective The Wealth Advisor oversees and consults to client accounts. Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning. An essential function of the role is to provide support to clients as well as partners of the firm....

  • Business Analyst Lead

    4 days ago

    Hartford, United States AXA Full time

    **Business Analyst Lead** Hartford, CT I Stamford, CT I New York, NY I USA The Business Analyst Lead is accountable for the Analysis practice within the Digital Factory. S/he will be responsible for staffing and allocations, overall performance of analysts across projects, maintenance and production support, and the implementation of analysis best...

  • Business Data Analyst

    16 hours ago

    Hartford, United States The Hartford Full time

    Consultant Bus Data Analysis - GA08BE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is currently looking for a...

  • Strategic Business Consultant

    Found in: Careerbuilder One Red US C2 - 2 weeks ago

    Hartford, CT, United States MassMutual Full time

    The OpportunityAs the Strategic Business Consultant, you'll report into the Head of Advice & Financial Planning to support the organization’s strategic business initiatives and ongoing business functions from feasibility through launch, including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth...

  • Suitability Principal

    2 days ago

    Hartford, United States MassMutual Full time

    The OpportunityAs a Suitability Principal you will conduct back-office review and firm-acceptance of new and existing business and account maintenance submissions as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a...

  • Senior Financial Planner

    2 weeks ago

    Hartford, United States CareerBuilder Full time

    Company Description Ridgeline Financial Partners is a financial planning firm located in Greater Hartford. We pride ourselves on becoming our client's most trusted advisors. Ridgeline Financial Partners is one of the country's fastest growing firms and we are looking to add a seasoned member to our team with a strong work ethic and commitment to acting in...

  • Health and Benefits Director

    2 weeks ago

    Hartford, United States Willis Towers Watson Full time

    As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits programs. You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities, and will generate new business by participating in...

  • Software Engineer

    2 weeks ago

    Hartford, United States Esri Full time

    Company Overview and Culture EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world’s leading...

  • Accountant

    Found in: beBee jobs US - 4 days ago

    Hartford, Connecticut, United States gpac Full time

    Accountant We are actively looking for an experienced Accountantto join our growing team in the Building Materials and Construction industries. The Accountant will be responsible for the accounting and financial functions, including supervision of the monthly close process, billing clients for services provided, account receivables & payables, budget...

  • Specialty Asset Manager III – Closely Held Assets

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Ubs Wealth Advice Center, Relationship Manager

    5 days ago

    Hartford, United States UBS Full time

    United States - Connecticut, United States - New Jersey, United States - New York - Financial Advisors - Global Wealth Management **Job Reference #** - 294926BR **City** - Hartford, Weehawken, White Plains **Job Type** - Full Time **Your role** - Are you a great communicator? Do you have a passion for growing and deepening relationships? We’re looking...

  • Named Account Manager

    Found in: beBee S US - 3 weeks ago

    Hartford, United States Arista Networks Full time

    Job Description What Will You Do? Arista Networks is the pioneer and industry leader in the delivery of software-driven Cloud Networking solutions. We are seeking a Named Account Manager to join our growing Sales organization. In this role you will utilize a consultative sales approach to cultivate client relationships with existing enterprise accounts in...

  • Named Account Manager

    Found in: beBee jobs US - 3 weeks ago

    Hartford, Connecticut, United States Arista Networks Full time

    Job DescriptionWhat Will You Do?Arista Networks is the pioneer and industry leader in the delivery of software-driven Cloud Networking solutions.We are seeking a Named Account Manager to join our growing Sales organization. In this role you will utilize a consultative sales approach to cultivate client relationships with existing enterprise accounts in...

  • Senior Tax Accountant

    2 weeks ago

    Hartford, United States CareerBuilder Full time

    THE FOCUS IS YOU: We are looking to add a Tax Senior Staff Accountant to help lead and guide our clients, in addition to support our internal leaders with the on-going growth in our Farmington, CT office. As a Tax Senior Staff Accountant, you will be responsible for helping prepare financial information for clients, such as business and individual tax...

  • Senior Banker

    Found in: beBee S US - 2 weeks ago

    West Hartford, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Tax Accountant

    2 weeks ago

    Hartford, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...