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

This Marketing Copywriter role helps shape FP Transitions’ thought leadership by turning complex business insights, industry trends, and proprietary data into clear, compelling content for financial advisors. From blogs, emails, guides, reports, webinars, video scripts, and landing pages to collaboration with consultants, analysts, leadership, and the marketing team, this position helps bring timely, relevant, and insight-driven content to life across channels.