ROK Financial · 4 hours ago
Business Advisors Affiliate
Salt Lake City, UT
Contract
Hybrid
Mid LevelROK Financial is dedicated to building solid relationships with clients, lenders, and partners by offering top-tier financing solutions tailored for business owners. The Business Advisors Affiliate will be responsible for providing expert business advice, conducting financial consultations, and developing tailored financing strategies to support small businesses.
AdviceCommercial LendingFinancial ServicesLending
Hiring Manager
Ryan Mark Newby
Responsibilities
Providing expert business advice
Conducting financial consultations
Developing tailored financing strategies
Working closely with small business owners to understand their needs
Analyzing financial information
Recommending solutions to help them achieve their goals
Cultivating relationships with clients, lenders, and partners
Fostering long-term collaboration
Qualification
Required
Strong analytical skills to assess financial data and identify appropriate business solutions
Expertise in consulting and management consulting to effectively support clients in achieving their objectives
Excellent communication skills for engaging with clients, partners, and team members
Knowledge of finance, including an understanding of business financing options and financial planning
Self-motivated individual with the ability to work independently and manage multiple clients
Experience in working with small businesses and a passion for fostering their growth is advantageous
Preferred
Bachelor's degree in Business, Finance, or a related field
Company
ROK Financial
ROK Financial offers business loans and commercial lending solutions.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Manning
Chief Executive Officer
Ainsworth M.
RokFinancial Affiliate Partner
Recent News
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