Business Owner Consultant

In this Strategic Advisor role, you will support business owner and private wealth clients with complex planning and high level advisory work. You will work closely with a senior advisor in a collaborative, apprenticeship style environment, with a path to independently lead client engagements in 18-24 months. The role centers on strategy, liquidity, succession, and multi generational wealth decisions, with investments as one component of a broader plan. You will help clients navigate important business, financial, and personal decisions and contribute to a planning driven, client facing practice.

• Health Insurance (medical, dental, vision)
• 401(k) with employer match
• PTO 25 days annually
• Short Term Disability with doctor's note
• 11 paid holidays
• Company paid life insurance and other insurances available

• Participate in client meetings covering business transitions, wealth planning, and family decision making
• Develop analyses, financial plans, and client materials (eMoney)
• Frame and solve complex client decisions across business, financial, and personal domains
• Contribute to and eventually lead strategy development in areas like succession planning, UHNW wealth planning, and estate structuring
• Coordinate with external professionals (attorneys, CPAs, M&A advisors, CFOs)
• Progress from contributing to strategy to leading client engagements as primary advisor

• 7-10 years of related advisory, financial, strategic, or professional services experience
• Experience in wealth management, private banking, M&A advisory, consulting, corporate finance, or trust/estate/tax advisory
• Strong judgment, initiative, and interest in complex advisory work
• Credentials such as CFP, CEPA, JD, CFA, CPA preferred
• Experience with financial planning software (eMoney) preferred
• Strong analytical and problem solving ability
• Professional presence and ability to engage sophisticated clients
• High ownership mentality, proactive and self directed
• Comfort operating in complex, unstructured situations
• Interest in long term development as a client facing advisor

• Professional presence
• Proactive and self directed mindset
• Strong judgment and initiative
• Comfort with complex, unstructured situations
• eMoney (financial planning software)
• Analytical and problem solving skills