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Financial Planning Consultant

2 months ago

Omaha, United States Avantax Planning Partners Full time

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who 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
  • Insurance Options


What you will do:


  • Build and maintain deep relationships and rapport with affiliate CPA firms.
  • 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.
  • Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
  • 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.
  • Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.
  • 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.
  • Maintain knowledge of industry developments and changes.
  • Conduct workshops for clients as prospecting and servicing tools.
  • Work toward continuous quality improvement.
  • Stay current with changing technology, including software and financial programs.
  • Uphold, support, and promote all company policies and procedures.


What you need to have:


To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.


  • Bachelor’s degree (B.A.) from a four-year college or university.
  • 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.


Certifications, Licenses, Registrations:


  • Required: FINRA Series 7/66, or 63/65 combo.
  • Preferred: CFP certification.
  • Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.
  • Completion of ongoing Continuing Education credits is required.
  • A valid Driver’s License is required.


About Us


What we give you in return:


Benefits


Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:


  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.


About Cetera Financial Group


Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.


Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.


“Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.


Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.


Agencies please note: This recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.


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