Business Succession Specialist (Relocation Assistance Available)

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Southeast FL or Atlanta, GA
Job Type
Direct Hire
Jul 03, 2017
Job ID

Wealth Management Team at one of the Nation's largest Financial Services firms seeks an experienced Business Succession Specialist to advise HNW/UHNW business owners(20mm-100mm+).


•   Provide subject matter expertise in business transition planning to assess goals, objectives, and current situation of business owner clients to determine the most appropriate planning offering


•    Serve as a technical planning resource to strategic partners and other advisors


•    Requires 8+ years’ experience and a J.D., CPA or MBA. Must have extensive experience working with wealthy business owners


Position can be located in Atlanta, GA or in Southeast Florida.   Relocation is available on a case by case basis.