Business Valuation Advisor Atb
ATB
Help ATB business owners understand value and plan their next phase through financial expertise, client coaching, and a hybrid work arrangement.As ATB’s Business Consultant, you will assess needs, clarify priorities, and advise clients on strategies for growth or successful exit. You will work with owners and families, combining personal and business financial planning through internal experts. The position also includes relationship development and business development activities.Key Responsibilities:
Guide clients toward goals through structured needs assessmentsAdvise on business growth and successful exit strategiesFacilitate conversations involving personal or family dynamicsCollaborate with Wealth advisors and Business bankersParticipate in speaking opportunities or shareable contentRequirements:
Degree in Commerce, Business, accounting, finance, or lawCPA, CBV, FEA, or comparable advanced educationSix years’ experience with direct financial services clientsTransaction experience including sale and post-transaction integrationConfidence presenting expertise simply and educationallyBring business valuation, facilitation, and presentation expertise to ATB’s integrated planning support for owners and their families.
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Guide clients toward goals through structured needs assessmentsAdvise on business growth and successful exit strategiesFacilitate conversations involving personal or family dynamicsCollaborate with Wealth advisors and Business bankersParticipate in speaking opportunities or shareable contentRequirements:
Degree in Commerce, Business, accounting, finance, or lawCPA, CBV, FEA, or comparable advanced educationSix years’ experience with direct financial services clientsTransaction experience including sale and post-transaction integrationConfidence presenting expertise simply and educationallyBring business valuation, facilitation, and presentation expertise to ATB’s integrated planning support for owners and their families.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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