Advisor Family Business & Entrepreneurs

Job description

As an Individual Contributor, this role supports business owners and entrepreneurs through business succession and transition planning activities as part of a broader wealth team. The role contributes to intake, exit readiness assessments, planning coordination and partners with internal teams to help advance client engagement and execution across planning stages. Advisor Family Business & Entrepreneurs Client Engagement : Engages in consultative discussions with business owners to understand objectives, business considerations, and transition goals. Helps guide conversations toward defined planning pathways and roadmaps. Exit Readiness Analysis : Contributes to personal and business exit readiness assessments by gathering, organizing, and analyzing qualitative and quantitative inputs. Assists in identifying themes, action items, and decision considerations. Cross‑Functional Coordination : Coordinates with internal partners including commercial banking, wealth planning, trust or estate resources, and valuation specialists. Supports alignment on process steps, timing, and deliverables. Client Materials and Communication : Prepares client‑ready summaries, recommendations, and materia...