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Professional Services

Business Advisory Associate

Newtown Square, PA

About the Role

Global Advisers is seeking a Business Advisory Associate in Newtown Square, PA to support business-owner planning engagements that connect company finances, retirement plans, insurance, succession considerations, liquidity, and personal wealth strategy. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Gather and analyze business and owner financial information for planning engagements.
  • Support business succession, key-person risk, executive benefits, liquidity, and retirement-plan analyses.
  • Prepare planning materials and implementation checklists for business-owner meetings.
  • Coordinate across wealth management, insurance, retirement plans, tax, and outside professional resources.
  • Track recommendations and service items through completion.
  • Support business-development efforts with entrepreneurs and closely held companies.

Qualifications

  • Bachelor's degree in finance, accounting, economics, business, or a related field.
  • One or more years of financial planning, accounting, business consulting, banking, or related experience preferred.
  • Strong financial analysis and Excel skills.
  • Strong written communication and attention to detail.
  • Interest in business-owner and executive financial planning.

Preferred Qualifications

  • CPA coursework, CFP® coursework, MBA, or experience with closely held businesses.
  • Experience analyzing financial statements or business cash flow.

Skills for This Role

Business Owner Planning, Business Succession Planning, Financial Analysis, Executive Benefits, Key Person Insurance, Financial Planning, Excel

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.