Succession & Acquisition Consultant

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health

Vision

Dental insurance

401k

Vacation and sick time

Volunteer days

And much more

Job summary

Advisor Group Inc. is seeking a Succession & Acquisition Consultant in Scottsdale, AZ to support the Osaic platform service and advisor network with succession, merger, acquisition, valuation and continuity efforts.

The role engages with existing financial professionals needing internal succession support and advisors seeking to acquire or merge within or beyond the Osaic network. A strong background in brokerage and financial practice benchmarking is essential.

Qualifications

• Bachelor’s degree preferred; high school diploma with significant experience considered.
• 5+ years of industry experience with a major broker dealer is preferred.
• Proficient in Microsoft Office; CRM experience with Salesforce beneficial.
• Strong analytical, problem-solving, and cross-department communication skills.
• CPA, CFP, CFA credentials and FINRA Series 7/24 preferred; valuations credentials (CVA, AVA, ABV, ASA, CBA) advantageous.

Responsibilities

• Act as a consultant for succession and acquisition within the Osaic network.
• Support the development of an internal acquisition lending program.
• Develop, manage, enhance and promote the 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 for buyers/sellers/partners.
• Collaborate with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission, etc.
• Assist in the succession and acquisition workflow to keep advisors tracked.
• Provide assistance with financial modeling, Excel tracking, SharePoint and PowerPoint presentations.
• Coach advisors through a practice benchmarking process and evaluate profitability/transferability.
• Develop value-add and regional meetings for succession planning and networking.
• Help develop a focused marketing campaign for leading producers.
• All other duties as assigned

Skills

Business coaching

Practice management

Succession planning

Mergers & acquisitions

Financial benchmarking

Valuation

Analytical skills

Cross-department communication

Education

Bachelor’s degree preferred

High school diploma or equivalent with significant experience

Tools

Microsoft Office

Salesforce CRM

Job description

Location(s)

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full time

Salary: $80,000 - $95,000 per year + annual bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic’s total compensation package.

Benefits

• health
• vision
• dental insurance
• 401k
• vacation and sick time
• volunteer days
• and much more

Summary

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.

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

Education Requirements

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent 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)