The Financial Analyst plays a key role in helping wealth advisory firms identify, build, and realize business value. This role reviews and validates confidential client data, integrates it into FP Transitions’ proprietary models, performs trend analysis, and prepares valuation reports for SME review. The analyst also leads client data review conversations, educates clients on value drivers and valuation approaches, and manages multiple projects while collaborating closely with Senior Analysts and subject matter experts.

This paralegal role helps power FP Transitions’ Legal Consulting team by keeping client engagements organized, responsive, and moving forward. From onboarding and communication to document preparation, regulatory coordination, and project tracking, this position supports the legal and operational work that helps advisory businesses move ahead with confidence.

This M&A Consultant role helps drive FP Transitions’ transaction work by guiding wealth management firms through the strategy, structure, and execution of mergers and acquisitions. From buyer identification and deal coordination to data analysis, negotiations, project tracking, and client communication, this position helps advisory businesses move through complex transactions with clarity and confidence.

The Business Development Consultant identifies, nurtures, and converts prospective client relationships into new engagements. This role exists to uncover advisor needs, communicate the value of FP Transitions’ solutions, and help advisory businesses make decisions that support their long-term, independent, and sustainable growth

FP Transitions is seeking an Event Marketing Coordinator to support the planning and execution of high-impact in-person and virtual events. This role will manage event logistics, vendor relationships, attendee engagement, marketing assets, and performance tracking to help strengthen our brand and deepen client engagement within the wealth management industry.