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96803, Honolulu, HI
Advisor Family Business & Entrepreneurs

Sonic Summary

This position is for an Individual Contributor who assists business owners and entrepreneurs with succession and transition planning.
The role involves conducting intake assessments and exit readiness evaluations as part of a wealth management team.
Candidates should have at least 5 years of relevant experience in business planning or related fields.
The position requires collaboration with internal teams to enhance client engagement and facilitate planning execution.
The salary for this role is competitive and commensurate with experience.

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.

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Advisor Family Business & Entrepreneurs