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Succession & Acquisition Consultant

Advisor Group locationPhoenix, AZ
28 positions

Web Mktg Technology Specialist

Advisor Group locationPhoenix, AZ
28 positions
info linkReport a probelm Originally Posted : January 12, 2021 | Expires : February 11, 2021


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Job Location
Phoenix, AZ, United States


Business Development Opportunity in Financial Services

Succession and Acquisition Consultant



The Succession & Acquisition Consultant will assist the Advisor Group platform service and its broker dealer community with succession, merger, acquisition, valuation, continuity and business development efforts. This position will specifically work with existing advisors who need internal succession and continuity assistance, as well as advisors who want to sell their businesses internally and/or acquire businesses inside or outside of the Advisor Group network.



  • Act as a consultant for succession and acquisition within the Advisor Group network
  • Support the development of an internal acquisition lending program
  • Help develop, manage, enhance and promote the Advisor Group Succession & Acquisition efforts
  • Track data on succession and acquisition and create/prepare reports for SVP and Sr. Management
  • Assist with the creation and maintenance of Advisor Group's interactive matching website that allows financial advisors to search for buyers, sellers, continuity partners, merger candidates and others
  • Work to organize the Succession & Acquisition Team - work with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission, etc.
  • Assist in the succession and acquisition workflow to keep advisors tracked and moving along a proper succession continuum
  • Provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint and power point presentations
  • Coach advisors through a practice benchmarking process evaluating the profitability, transferability and risk of their business
  • Develop value add and regional meetings for succession planning, providing resources and networking opportunities for advisors with similar succession, acquisition and continuity needs
  • Help develop and continue a focused and in-depth marketing campaign for our leading producers to educate and raise awareness of the need for succession and continuity planning
  • All other duties as assigned

Education Requirements:

  • Bachelor's degree from an accredited university is required

Basic Requirements:

  • 5+ years of industry experience, preferably with a major broker dealer
  • Business coaching, practice management, succession planning, mergers and acquisitions, financial practice benchmarking and valuation, process-driven
  • Fluent in major software packages including Microsoft Office (Access, Excel, Word, Power Point, Outlook and CRM (Salesforce))
  • Acute analytical skills. Experienced in financial modeling and valuation methodologies will be beneficial
  • Adept at problem solving and handling multiple and varied tasks
  • Detail oriented with a unique understanding and ability to communicate ideas and objectives between varying departments

Preferred Requirements:

  • Commercial lending experience
  • CPA, CFP, CFA credentials
  • FINRA Series 7 and 24 preferred
  • Business valuation credentials (i.e. CVA, AVA, ABV, ASA or CBA)

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