Succession & Acquisition Consultant

Advisor Group•Scottsdale, AZ

19h•Hybrid

About The Position

The Succession & Acquisition Consultant will assist the Osaic platform service and its broker dealer community with succession, merger, acquisition, valuation, continuity and business development efforts. This position will specifically work with existing financial professionals 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 Osaic network.

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
Minimum of high school diploma or equivalent is required.

Nice To Haves

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

Responsibilities

Act as a consultant for succession and acquisition within the Osaic network
Support the development of an internal acquisition lending program
Help develop, manage, enhance and promote the Osaic 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 Osaic’s interactive matching website that allows financial advisors to search for buyers, sellers, continuity partners, merger candidates and others
Work with the Succession & Acquisition Team and critical partners/clients – 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