Financial Planning Consultant

Found in: Jooble US O C2 - 1 week ago

San Francisco CA, United States Avantax Planning Partners Full time

Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:

Various Tax-Smart Strategies
Financial Planning
Retirement Planning
Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.
Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.
Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
Provide effective communication of financial concepts to clients and make recommendations.
Work toward continuous quality improvement.
Stay current with changing technology, including software and financial programs.
Uphold, support, and promote all company policies and procedures.

To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. Bachelor’s degree (B.A.) Minimum of two years of related experience and/or training.
Experience with MS Excel and Word, and the internet, required.
Experience with a financial planning software program(s) preferred.

Certificates, Licenses, Registrations:

Completion of ongoing Continuing Education credits is required.
Keying/typing, standing, walking.
Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
any disagreeable elements are generally absent during the normal performance of the job.
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 company match.

#

  • Financial Planning Consultant

    Found in: Jooble US O C2 - 3 days ago

    San Francisco, CA, United States Avantax Planning Partners Full time

    Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will...

  • Financial Planning Consultant

    Found in: Jooble US O C2 - 3 days ago

    San Francisco, CA, United States Avantax Planning Partners Full time

    Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial...

  • Financial Planning Consultant

    Found in: Jooble US O C2 - 2 weeks ago

    San Francisco, CA, United States Farther Full time

    As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of...

  • Director, Financial Analytics Consulting

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Pharmaceutical Strategies Group LLC Full time

    Title: Financial Consultant Description The Financial Consultant will be focused on supporting needs for clients and the consulting team related to Pharmacy Benefit Management (PBM) financial analytics. This individual will be responsible for providing financial analytics and consultative support for internal and external clients within PSG. The position...

  • Senior Consultant in Financial Crimes

    Found in: Jooble US O C2 - 2 weeks ago

    San Francisco, CA, United States Sia Partners Full time

    Company Description Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint...

  • VP, Financial Consultant- West Portal, CA

    Found in: Jooble US O C2 - 2 weeks ago

    San Francisco, CA, United States CFA Institute Full time

    Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment tohelping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationshipsbuilt on...

  • VP, Financial Consultant- West Portal, CA

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Charles Schwab Full time

    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting...

  • Director of Financial Planning

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Gradient Full time

    Job Description Job Description Join us at Gradient, where our purpose is to revolutionize home comfort while championing environmental sustainability. Our mission is to combat the escalating challenge of climate change by redefining how homes are heated and cooled. Today, the environmental impact of heating and cooling systems surpasses that of the entire...

  • Finance Manager

    Found in: Jooble US O C2 - 3 days ago

    San Francisco, CA, United States PeopleConnect Staffing Full time

    Chief Financial Officer - Remote Our client has created a portable power supply to replace diesel generators for SMB, Enterprise, Municipal, and Government customers. They are seeking a highly motivated and seasoned professional with a history of managing finance and accounting for a fast-growing company. As a key member of the senior management team, the...

  • Finance Manager

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Reebelo Full time

    com, we empower customers to buy their favorite tech devices in a more sustainable way. Our mission is to refresh the way we all consume tech, delivered through a platform built on sustainable values and quality-assured devices. Are you keen to join one of the fastest growing consumer tech companies while we’re still scaling? cash flow, budget planning,...

  • Senior Consultant in Financial Crimes

    1 week ago

    San Francisco, United States Sia Partners Full time

    Job DescriptionJob DescriptionCompany DescriptionSia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal...

  • Finance Manager

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Gradient Full time

    Job Description Join us at Gradient, where our purpose is to revolutionize home comfort while championing environmental sustainability. Our mission is to combat the escalating challenge of climate change by redefining how homes are heated and cooled. Today, the environmental impact of heating and cooling systems surpasses that of the entire transportation...

  • Finance Manager

    Found in: Jooble US O C2 - 2 weeks ago

    San Francisco, CA, United States EPIP Full time

    Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages nearly $800 million in philanthropic activity by individuals, families, corporations, foundations and fiscally sponsored projects. Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of...

  • Financial Planning and Analysis Lead

    Found in: beBee jobs US - 2 weeks ago

    San Francisco, California, United States Hex Full time

    About the roleAs the Head of FP&A, you will be a key driver behind our financial performance, overseeing the entire P&L, focusing on critical business metrics, and strategically connecting investment decisions to Hex's long-term value. This is an exciting opportunity for a seasoned finance professional to own the full spectrum of FP&A activities, including...

  • VP, Financial Consultant- West Portal, CA

    Found in: Jooble US O C2 - 3 days ago

    San Francisco, CA, United States CFA Institute Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment tohelping clients own their financial...

  • VP, Financial Consultant- West Portal, CA

    Found in: Jooble US O C2 - 1 week ago

    San Francisco, CA, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • Interim Financial Planning and Analysis Consultamt

    Found in: Jooble US O C2 - 2 weeks ago

    Huntington Beach, CA, United States Alliance Resource Group Full time

    jobs.allianceresourcegroup.com."> jobs.allianceresourcegroup.com."> Interim Financial Planning and Analysis Consultamt Posted: 04/11/2024 Job Titles: FIN - Finance Manager Job Number: 5077 Pay Rate: 65.00 Job Description Interim Financial Planning and Analysis Consultant - 6-12 month project in Central Orange County - fabulous consumer products company!...

  • Vice President of Financial Planning

    3 days ago

    San Diego, United States Centura Wealth Advisory Full time

    Centura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both...

  • Vice President of Financial Planning

    1 week ago

    San Diego, United States Centura Wealth Advisory Full time

    Job DescriptionJob DescriptionCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing...

  • Vice President of Financial Planning

    8 hours ago

    San Diego, United States Centura Wealth Advisory Full time

    Job DescriptionJob DescriptionCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing...