Advisor Family Business & Entrepreneurs
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.

Overview
Job Description
JobID: 3003290
Category: Wealth Management
JobSchedule: Full time
Posted Date: 2026-05-06T19:03:57+00:00
JobShift: Regular
Salary: $61,200.00 - $131,580.00 Annually
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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
