Zenith Wealth Partners · 1 day ago
Associate Advisor - Business Consultant
United States
Full-time
Remote
Mid Level
$75K/yr - $85K/yr
4+ years expZenith Wealth Partners is a fee-only investment management and financial planning firm dedicated to combating wealth inequality. They are seeking an experienced Associate Advisor to provide exceptional service to minority-owned small businesses and entrepreneurs, focusing on financial decision-making and strategic consulting.
BankingFinanceFinancial Services
Responsibilities
Serve as a key member of the client relationship team to deliver advice, establish follow-up items, and coordinate next steps with other members of the client’s finance team (accountants, bookkeepers, etc.)
Create and regularly update essential client deliverables - annual budgets and multi-year pro forma, cash flow modeling, quarterly performance reports, and tax projections
Consult with clients on strategic and operational decisions, such as capital structure, revenue modeling, staffing plans, exit planning, service offerings, and fundraising readiness, providing structured recommendations and clear rationale
Support transaction and investment workflows by conducting due diligence on place-based investments, coordinating with founders, foundations, and internal teams, and maintaining tools such as commitment trackers, valuation platforms, and CRM records
Create go-forward financial models to inform capital readiness for small businesses and growth strategy for nonprofits using client-provided financials
Contribute to the development of investment related materials such as pitch books, investment memos, and client data rooms based on in-depth due diligence findings
Support company valuation reports by using tools like RISR and conducting economic research, company competitor analyses, DCF analyses
Qualification
Required
4+ years relevant experience; candidates with past experience directly in accounting, tax, or business consulting will be given a preference
Bachelors' degree from an accredited institution
Exceptional Excel skills and comfort manipulating large amounts of financial data
Detail-Oriented – You sweat the small stuff and take pride in your work
Curious – You have a thirst for learning and eager to continue developing as a professional
Translator – You can take a complex idea and make it easy to understand
Structure – You prefer to create and execute processes that are repeatable and scalable
Unselfish – You enjoy partnering with others in pursuit of a larger goal, not personal successes
Preferred
Completion and/or progress toward a Financial Modeling and Valuation Analyst Certification will be given a preference
Benefits
15 days paid time off
One day off to celebrate your birthday
15 holidays observed by the NYSE
Employer contributions to a retirement plan
Healthcare premiums (e.g. medical, dental, etc.)
Reimbursement for up to $1,000 to engage in continuing education
Company-owned laptop (Apple or Lenovo)
Company
Zenith Wealth Partners
Zenith Wealth Partners aims to deliver objective advice and education that creates financial success for their clients.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jason Ray
Chief Executive Officer
Chelsea Ransom-Cooper, CFP®
Managing Partner, Director of Financial Planning
Recent News
Business News: Pasadena Star-News
2025-09-12
2023-08-31
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