Business Advisory Services Partner

Location : Southwestern US (AZ, CO, CA) Department : Business Advisory Services Overview : WealthPoint is looking to add an experienced Business Advisory Services (BAS) Partner to our team. In this role, the Partner would serve as the lead on our BAS engagements and be responsible for providing consulting services to our clientele. Our objective is to help change our client’s path by advising them on various strategies, structures or techniques so their future better aligns with what their macro-goals and objectives. We serve as the lead advisor for the family groups that we work with to provide deep discovery about what they want their future to look like, research and technical analysis to source the best strategy and implement on the solution by holding all accountable parties accountable. This role is crucial to being able to help more entrepreneurs and expanding our BAS practice. Key Characteristics : Buys into WealthPoint’s thought process and methodology Good cultural fit Knows how to sell Collaborator / team player Technically / intellectually curious individual Hungry / passionate Social IQ Must have corporate and personal relationship skills Former owner / operator / executive of successful company Benefits : Join a proven firm with an experienced and highly skilled operational and technical personnel Specializes in various concepts and strategies including succession and exit planning, value growth / maximization strategies, strategic planning, sales and operational expertise, wealth transfer planning, estate planning, executive compensation, insider transactions, Employee Stock Ownership Plans (ESOPs), personal and business cash flow planning, valuation modeling and other strategies Proven marketing model to generate leads and opportunities with business-owners Access to WealthPoint’s Unique Process Access to other experienced business advisory Partners within the firm (i.e. internal study group) Ability to work in an agnostic and multi-disciplinary firm Fast-growing firm with a fun, team-centric work environment Ability to have a life-changing impact for our clients Apply Now