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Remote Strategic Planning Associate
Remote / Online - Candidates ideally in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-19
San Antonio, Bexar County, Texas, 78208, USA
Listing for:
Succession Resource Group
Remote/Work from Home
position Listed on 2026-07-19
Job specializations:
-
Business
Financial Analyst, General Business
Job Description & How to Apply Below
Succession Resource Group (SRG) is a fully remote boutique consulting firm specializing in succession planning, valuation, and transactions for financial advisors and small business owners. As an Associate:
Strategic Organizational Planning, you will support client engagements, coordinate deliverables, and help build equity sharing plans under the Senior Consultant.
This role emphasizes organization, attention to detail, and independent work in a collaborative remote team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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