# Business Funding Advisor

> Cooperidge Consulting Firm · United States (Remote) · Contract · Posted 2026-07-06

**Salary:** USD 36,000–96,000

**Workplace:** remote

**Department:** CCF Team

## Description

**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 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

**What We're Looking For**  
Coachable and growth-oriented  
High integrity and professionalism  
Strong work ethic  
Entrepreneurial mindset  
Passion for helping small business owners succeed

## Requirements

**Qualifications**

-   Excellent communication and relationship-building skills
-   Strong problem-solving and consultative mindset
-   Comfortable conducting video and phone consultations
-   Ability to explain financial concepts in a simple, professional manner
-   Self-motivated with strong organizational skills
-   Sales, financial services, lending, or business consulting experience preferred (not required)  
    

**Preferred Experience**

-   Business funding or lending
-   Business credit
-   Financial consulting
-   B2B sales

## Benefits

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

## Apply

[Apply at Cooperidge Consulting Firm](https://apply.workable.com/cooperidge-consulting-firm/j/CC3F7517C8/apply)

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