Succession Planning Consultant

Job Summary

A company is looking for a Succession & Protection Consultant to assist financial advisors in planning and protecting their practices.

Key Responsibilities

• Support succession and protection service offerings and maintain/create efficient processes
• Provide business valuations, onboarding support, and serve as a succession and protection planning expert
• Manage project intake and workflows to ensure milestones are completed and advisor expectations are met

Required Qualifications

• BA/BS degree in Business, Finance, or Economics (or a related discipline) preferred
• 2+ years of experience in wealth management, corporate finance, investment banking, or corporate development customer service preferred
• Knowledge of financial concepts preferred
• Experience with CRM tools such as Salesforce is a plus
• Ability to work within a team and take initiative