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

Position Summary

Avantax Planning Partners is seeking an Associate Financial Planning Consultant that 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