What are the responsibilities and job description for the Associate Business Advisor - Business Broker position at EDGE Business Advisors?
Position Summary
The Associate Business Advisor is an entry-level sales and support role designed for professionals looking to break into the world of business brokerage and M&A advisory. Associates are embedded in a team and work closely with both a Director and a Buyer Coordinator, gaining hands-on experience in client service, business development, and deal execution. This is a sales development role that offers mentorship, structured growth, and exposure to real transactions from day one.
Key Responsibilities
- Assist in outbound sales efforts, follow-up with prospects, and client outreach
- Support valuations, pricing analysis, and financial recasting
- Help create CIMs, teasers, and other deal marketing materials
- Manage CRM updates, due diligence documents, and client/buyer correspondence
- Participate in client meetings, shadow negotiations, and support closing processes
- Collaborate with the Buyer Coordinator to learn buyer screening and lead management
- Work alongside the Director to develop skills and progress toward independently managing listings
Growth Path
- Promotion to Business Advisor targeted within 12–18 months
- Structured exposure to all aspects of client acquisition and deal execution
Skills Needed
- Strong interpersonal and sales aptitude
- Professional follow-up and clear written communication
- Time management, attention to detail, and task ownership
- Curiosity about business models, financials, and negotiations
- Comfort with CRM and document management tools
Requirements
- 0–2 years of experience in business, real estate, finance, or professional sales
- Bachelor’s degree preferred
- Real Estate License preferred; required within first 6 months
- Coachable, collaborative, and committed to growth
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Why Join EDGE Business Advisors?
At EDGE, we’re not your average brokerage shop. We don’t throw agents into the deep end and hope they swim. Instead, we’ve built a team-based model that offers real leverage and mentorship:
- Every Advisor is supported by a Director — an experienced dealmaker who coaches you through your transactions and helps you grow as a professional.
- Buyer Coordinators handle all incoming buyer inquiries (sometimes 50–200 per listing), screen tire-kickers, and only pass along qualified, serious prospects.
- We focus on quality over chaos — letting you spend your time on what matters most: building relationships, winning new listings, and closing deals.
Clear Career Path. Real Opportunity.
Whether you’re new to business sales or already experienced in M&A, we have a defined path for growth:
- Associate Business Advisor: Learn the business, support deals, and grow into an advisor within 12–18 months.
- Business Advisor: Source and close your own deals with the support of a Director and Buyer Coordinator.
- Senior Business Advisor: Work independently, close larger transactions ($1M–$5M), and generate $500K in fee income.
- Director: Lead a team, coach advisors, and drive strategic growth.
Our advisors don’t just survive. They thrive — because we’ve built a system designed for professionals who want to build a career, not just a commission check.
Job Type: Contract
Pay: $30,000.00 - $100,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work Location: On the road
Salary : $30,000 - $100,000
