Scan your resume against ATS criteria for this Business Funding Advisor role at 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.
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 strategies based on each client's goals
Guide clients through the funding application process from start to finish
Maintain accurate client records within the CRM
Collaborate with setters, closers, and leadership to ensure a seamless client experience
Stay current on funding products, lender requirements, and industry trends
Coachable and growth-oriented
High integrity and professionalism
Strong work ethic
Entrepreneurial mindset
Passion for helping small business owners succeed
Competitive base and/or commission structure (depending on experience)
Performance incentives
Professional development and training
Opportunity for advancement within a rapidly growing advisory firm
How to apply for Business Funding Advisor at Cooperidge Consulting Firm?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
This position is open to freshers and experienced candidates.
Is this position still open?
Yes, currently active and accepting applications.
Explore related active roles in other
Business Funding Advisor
Cooperidge Consulting Firm · United States
