Business Owner Consultant

About the role

We’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice. This role is designed for someone ready to take the next step in their career by expanding the scope and complexity of their client work or for someone already managing relationships who is looking to operate at a higher level within a more sophisticated advisory model. You will work directly with a senior advisor in a highly collaborative, apprenticeship-style environment, with the expectation of developing into a lead advisor capable of independently managing Business Owner client engagements within approximately 18–24 months.

Our practice is planning-driven and strategy-led, advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial, and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. We do not lead with investment management; our work centers on helping clients navigate their most important decisions, with investments incorporated as one component of a broader strategy.

Responsibilities

• Participating in client meetings involving business transitions, personal wealth planning, and family decision-making
• Developing analyses, financial plans, and client-facing materials (including use of eMoney)
• Helping frame and solve complex client decisions across business, financial, and personal domains—not limited to traditional planning areas
• Contributing to, and over time, leading strategy development across areas such as:
  • Business succession and exit planning
  • High- and ultra-high-net-worth wealth planning
  • Trust and estate structuring (in coordination with attorneys)
  • Income tax-aware planning (in coordination with CPAs)
  • Charitable and philanthropic planning
  • Real estate and capital structure analysis
  • Ownership structuring, buy-sell agreements, and generational transitions
  • Family governance and decision-making dynamics
• Coordinating closely with external professionals, including attorneys, CPAs, investment bankers/M&A advisors, commercial banking partners, valuation professionals, and CFOs

Over time, this role will transition from contributing to strategy development to leading engagements and serving as the primary advisor. This role offers an accelerated development path, providing exposure to complex client situations and a clear progression toward leading client engagements within approximately 18–24 months.

Requirements

We are seeking someone with strong judgment, initiative, and interest in complex advisory work. Candidates should bring approximately 7–10 years of related working experience in a relevant advisory, financial, strategic, or professional services environment.

Relevant Experience May Include:

• Wealth management, private banking, or family office
• Investment banking, private equity, or M&A advisory
• Consulting, value creation, or business strategy
• Corporate finance, CFO, or FP&A roles
• Trust & estate, tax, or legal advisory

Qualifications

Credentials (preferred, not required):

• CFP®, CEPA®, JD, CFA®, CPA

Candidates with multiple designations (e.g., JD/CFP/CEPA) strongly preferred.

Technical / Skills:

• Experience with financial planning software (e.g., eMoney) preferred
• Strong analytical and problem-solving ability

Core Attributes:

• Professional presence and ability to engage with sophisticated clients
• High ownership mentality; proactive and self-directed
• Comfortable operating in complex, unstructured situations
• Interest in long-term development as a client-facing advisor

Pay

The salary for this position starts from $100,000+.

Benefits

• Health Insurance: Medical, dental, and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 25 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctor’s note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Company-paid life insurance, as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs, including fitness club discounts and fitness tracker discounts/annual reimbursement
• Discounts on loan products
• Professional development trainings