Succession & Acquisitions Consultant

Willenborg Wealth Management

Base salary components included; + compensation ma...
Hybrid
Practice valuation and cash flow modeling
Finra 2040b regulatory compliance knowledge
Equity and partial practice sales structuring
The role involves developing personalized succession strategies and comprehensive technical valuations for a diverse set of financial advisors

Job Summary

  • The role involves developing personalized succession strategies and comprehensive technical valuations for a diverse set of financial advisors.
  • Candidates must possess extensive knowledge of FINRA regulations, specifically rule 2040b, and communicate complex deal structures clearly.
  • The position offers a benefits package including medical, dental, vision, life insurance, disability benefits, and retirement savings.

Matching Summary

The role involves developing personalized succession strategies and comprehensive technical valuations for a diverse set of financial advisors.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Practice valuation and cash flow modeling
  • FINRA 2040b regulatory compliance knowledge
  • Equity and partial practice sales structuring
  • Direct interaction with financial advisors
  • Business succession strategy development

Nice-to-have

  • Life coaching experience for aging advisors
  • Experience presenting to large groups
  • Knowledge of private equity concepts
  • Ability to work autonomously under limited supervision

Key Requirements

  • Bachelor's degree in Business, Economics, or Finance
  • Minimum 5 years securities industry experience
  • Series 7 License required or obtainable within 6 months
  • SIE license required unless exempted
  • Registered Corporate Coach (RCC) preferred within 1 year

Work Rights

Not specified

Tailored Resume

Cover Letter