Business Transition Strategist

Responsibilities

• Engage with Wealth Management Advisors to acquire and retain client relationships by delivering wealth strategies for business owners
• Assess transition readiness and develop customized transition strategies with business owners
• Align business transition plans with personal wealth strategies such as estate and tax planning
• Lead development of integrated wealth plans across multiple disciplines
• Identify planning opportunities and model financial implications of business transitions
• Cook up client deliverables including transition plans and presentations
• Present recommendations and manage execution of transition and wealth planning strategies

Qualifications

• Bachelor's degree required
• 10+ years in wealth planning, business advisory, investment banking, legal, or accounting supporting business owners
• JD, CPA, CFP, or equivalent credentials preferred
• Advanced knowledge of estate, tax, investment, and business transition planning
• Strong consultative skills with excellent communication and presentation abilities

Benefits

• Comprehensive benefits focusing on physical, financial, emotional, and social well-being
• Incentive compensation plan based on performance
• Opportunity to contribute to client acquisition and retention
• Coaching and mentoring opportunities to build capabilities in advanced planning
• Work within a collaborative team-oriented environment