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Business Strategist Position - Closes 6-10-2016

Traditional methods no longer suffice amidst today’s complex business environment and demanding conditions. Though it has always been, it is now vital to manage the constant changes through solid practices and strategic planning. FWB bases their business strategy on a concept of Future-Minded & Wealth-Building expertise combined with a Balanced- Approach. These base principles and a developed plan of implementation have assisted our business and investment clients to prosper within their unique idea of Future. Wealth. Balance.

As a result of this success and the desire to expand our business advisory services, FWB is adding the role of a Business Strategist. This is an exciting, hands-on, client-facing position with growing well-established clientele, upcoming business builders and baby-boomers seeking exit strategies. The salary and benefits meet or exceed area executive packages.This position is not intended to be just a job or career. It’s an opportunity!

Essential Duties:

  • Developing and maintaining strong client relations
  • Identifying and defining opportunities for improving business processes
  • Understand and establish FWB’s “Best Practices”
  • Working knowledge of “Tax Efficiency” implementation
  • Preparation of business planning documents
  • Simplify and implement business concepts for clients as needed
  • Managerial Review of Financial Statements
  • Generate Cash Flow Scenarios and Projections
  • Assist in reducing overhead  
  • Researching and resolving assigned problems and potential issues
  • Collects and reviews data measuring the effectiveness of business strategies and financial movement of clientele
  • Create visual presentation of business strategies to firm management and clientele
  • Demonstrate high-level problem solving skills



  • An understanding of  entrepreneurism and business culture
  • Strong written, oral communications, and listening skills
  • Must be deadline-driven and able to set priorities
  • Must possess the ability to effectively interface with clients and other personnel
  • Ability to utilize or willingness to learn various financial, compliance & tax software
  • Capacity to develop a valued “working knowledge” of our tax efficiencies
  • Possess and establish a high standard of confidentiality and trust



Please send letter of interest and Resume’ to FWB Company; PO Box 1628; Clovis, NM 88102 (Must be Postmarked by 6-10-2016)