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Corporate M&A Advisor

2 months ago

Lake Oswego, Oregon, United States Boly:Welch Full time

Your Role:
As a skilled communicator, you possess a deep understanding of the strategic engagement required in mergers and acquisitions. Your meticulous attention to detail ensures that your clients have complete confidence in your expertise.


Before proceeding with your application, please review the comprehensive details outlined in the description below.

This esteemed wealth management firm is on the lookout for a Corporate M&A Advisor to assist clients throughout the M&A journey and to develop effective strategies.

On a daily basis, this will involve maintaining consistent client interactions, gathering relevant data, and overseeing transactions on behalf of the clients.

Additionally, you will keep abreast of industry developments and best practices, proactively identify and resolve issues, and provide regular updates on project status both internally and to your clients.

An analytical mindset, strong organizational skills, and a knack for creative problem-solving will be key to thriving in this role.
This position will require on-site presence for an initial period, followed by a flexible hybrid work arrangement.

Your Organization:


This consulting firm prioritizes growth and strategic collaboration with its members, placing immense value on its workforce.

The environment is dynamic, with a strong emphasis on teamwork and collaboration.

They are dedicated to delivering customized services that empower clients to enhance and safeguard their financial resources in alignment with their business objectives.

Employee benefits include paid time off, comprehensive dental, medical, and vision insurance, disability and life coverage, as well as a 401(k) plan with matching contributions.

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