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Associate Financial Planning Consultant

4 months ago

Indianapolis, United States Avantax Planning Partners Full time

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.


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