Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)

We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management. We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work. Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you. Position Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience. Essential Duties & Responsibilities Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up Effectively communicate financial concepts to clients and make suitable recommendations. Assist lead advisors in monitoring portfolio investments. Assist or conduct client meetings with the lead FPC. Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly. Responsible for assigned household relationships and delivering client service expectations. Updates CRM (Client Relationship Management) database with client meeting notes and activity. Performs various research tasks pertaining to client or advisor requests. Performs other duties as assigned by lead FPC. Maintain knowledge of industry developments and changes. Work toward continuous quality improvement. Stay current with changing technology, including software programs. Strongly protects and promotes the philosophy of the company. Other job duties as defined. Education & Experience Bachelor’s degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required. Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage. Certificates, Licenses, or Registrations: Required: Series 7/66, or 63/65 combo. Preferred: Life/health insurance license. Valid driver’s license. Physical Demand & Work Effort Keying/typing, standing, walking. Sitting for an extended period. Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment. The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job. Compliance with company attendance standards. Comprehensive Benefits We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company. #Avantax At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team. About Avantax® Avantax, Inc. (Avantax), a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. For additional information, please visit www.avantax.com.