Current jobs related to Financial Planning Consultant - Cleveland - Avantax Planning Partners

  • Financial Planning Specialist

    3 weeks ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Budgeting Expertise SoughtAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. We are dedicated to connecting talented professionals with top law firms.Key ResponsibilitiesConduct thorough budget reviews and analysisDevelop comprehensive budget plans for multiple departments and practice groupsAnalyze variances...

  • Financial Expert

    4 weeks ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Accounting ConsultantAt Creative Financial Staffing, we're seeking a highly skilled Accounting Consultant to join our team. As an Accounting Consultant, you will work closely with clients to provide expert guidance on accounting practices, financial reporting, and regulatory compliance.Key Responsibilities:Conduct thorough financial statement reviews and...

  • Financial Expert

    4 weeks ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Accounting ConsultantAt Creative Financial Staffing, we're seeking a highly skilled Accounting Consultant to join our team. As a key member of our team, you will work closely with clients to provide expert guidance on accounting practices, financial reporting, and regulatory compliance.Key Responsibilities:Conduct thorough financial statement reviews and...

  • Financial Process Consultant

    1 week ago

    Cleveland, Ohio, United States RGP Full time

    Job SummaryWe are seeking a highly skilled Financial Process Consultant to join our team at RGP. As a key member of our organization, you will play a pivotal role in assisting clients in a variety of challenging projects and the delivery of effective financial processes and controls that support business objectives and operational needs.Key...

  • Financial Consultant

    4 weeks ago

    Cleveland, Ohio, United States Search Masters, Inc Full time

    Job OpportunitySearch Masters, Inc is seeking a skilled Financial Advisor to join our team.Job SummaryWe are looking for a highly motivated and experienced Financial Advisor to develop and manage client relationships, grow a book of business, and sell financial plans. The ideal candidate will have a strong understanding of financial planning and a proven...

  • Financial Planning Specialist

    4 weeks ago

    Cleveland, Ohio, United States President's Wealth Management Full time

    About UsPresident's Wealth Management is a leading independent financial planning practice with a 40+ year history of comprehensive financial planning for business owners, corporate executives, and high net worth families and individuals.We work closely with over 100 client families, typically with net worths ranging from $2MM to $50MM, providing...

  • Financial Planning and Analysis Manager

    1 week ago

    Cleveland, Ohio, United States Tremco CPG Inc. Full time

    Tremco CPG Inc. is a dynamic company with a strong focus on growth and innovation.We are seeking a highly skilled Financial Planning and Analysis Manager to join our team in the Cleveland area.The Financial Planning and Analysis Manager will provide critical support to the Director of Finance and the business team by developing and managing annual budgets,...

  • Financial Services Professional

    3 weeks ago

    Cleveland, Ohio, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Cleveland area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales...

  • Financial Planning and Investment Advisor

    2 weeks ago

    Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job OverviewSignature Estate & Investment Advisors, LLC is seeking a highly skilled Financial Planning and Investment Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their financial objectives.Key Responsibilities:Develop and...

  • Corporate Financial Planning Specialist

    3 weeks ago

    Cleveland, Ohio, United States Preformed Line Products Full time

    Job SummaryWe are seeking a highly skilled Corporate Financial Planning and Analysis Manager to join our team at Preformed Line Products. The successful candidate will be responsible for developing and implementing financial planning and analysis strategies to support business growth and decision-making.Key ResponsibilitiesDevelop and maintain financial...

  • Operations Manager

    1 week ago

    Cleveland, Ohio, United States JSI Janitorial Full time

    We are seeking a highly skilled and experienced Operations Manager to lead our financial planning efforts at JSI Janitorial in Cleveland. As a key member of our team, you will be responsible for directing the corporation's financial affairs, including financial strategy, planning, and analysis, financial reporting, company audits, compliance, cost...

  • Sr. Financial Planning Analyst

    2 months ago

    Cleveland, United States MetroHealth System Full time

    Location: METROHEALTH MEDICAL CENTER Biweekly Hours: 80.00 Shift: Monday-Friday 8:30a-5p The MetroHealth System is redefining health care by going beyond medical treatment to improve the foundations of community health and well-being: affordable housing, a cleaner environment, economic opportunity and access to fresh food, convenient transportation, legal...

  • Financial Leader

    2 weeks ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Drive Financial GrowthAbout the CompanyCreative Financial Staffing is seeking a seasoned financial leader to join our team. As a key member of our organization, you will play a critical role in shaping the financial future of our clients. If you are a strategic thinker with a passion for finance, this could be the opportunity for you.ResponsibilitiesDevelop...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Cleveland, Ohio, United States Arrow International Full time

    Job SummaryArrow International is seeking a highly skilled FP&A Manager to support our distribution network. As a key member of our finance team, you will be responsible for preparing monthly, quarterly, and annual management reports, investigating and explaining variances, and developing financial models to validate assumptions and estimate potential...

  • Financial Analyst

    4 weeks ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a world leader in providing top talent to the accounting and finance industry. We are seeking a highly skilled Financial Analyst to join our team.ResponsibilitiesEnter payables and receivables into our systemMaintain accurate records of open payables and receivablesManage credit cards, expense reports, and...

  • Senior Financial Consultant

    2 weeks ago

    Cleveland, Ohio, United States Search Masters, Inc Full time

    Job OverviewSearch Masters, Inc is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for developing and managing a book of business, identifying new opportunities, and providing exceptional client service.Key ResponsibilitiesDevelop and implement financial plans to meet client needsManage and grow a...

  • Senior Financial Analyst

    3 weeks ago

    Cleveland, Ohio, United States The Sherwin-Williams Company Full time

    Job SummaryThe Enterprise Financial Planning & Analysis, Budget and Incentives team at The Sherwin-Williams Company provides centralized budgeting and incentive tracking and guidance for the company's global businesses. This includes partnering with various business units to develop and maintain accurate expectations of business drivers that enable business...

  • Senior Financial Planning Analyst

    4 weeks ago

    Cleveland, United States Ferretti Search Full time

    Ferretti Search is delighted to partner with a leading manufacturing company in Cleveland, Ohio to locate their next Senior FP&A/ Accountant.Location: Cleveland, Ohio (On-site)Compensation: $90k-$110k plus bonus Schedule: Full-time, Monday to Friday.What will your day look like?Cost Analysis: Analyze manufacturing costs and prepare reports comparing standard...

  • Senior Financial Planning Analyst

    2 weeks ago

    cleveland, United States Ferretti Search Full time

    Ferretti Search is delighted to partner with a leading manufacturing company in Cleveland, Ohio to locate their next Senior FP&A/ Accountant.Location: Cleveland, Ohio (On-site)Compensation: $90k-$110k plus bonus Schedule: Full-time, Monday to Friday.What will your day look like?Cost Analysis: Analyze manufacturing costs and prepare reports comparing standard...

  • Senior Financial Planning Analyst

    2 weeks ago

    cleveland, United States Ferretti Search Full time

    Ferretti Search is delighted to partner with a leading manufacturing company in Cleveland, Ohio to locate their next Senior FP&A/ Accountant.Location: Cleveland, Ohio (On-site)Compensation: $90k-$110k plus bonus Schedule: Full-time, Monday to Friday.What will your day look like?Cost Analysis: Analyze manufacturing costs and prepare reports comparing standard...

Financial Planning Consultant

5 months ago

Cleveland, 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 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


Essential Duties & Responsibilities


  • 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.


Education & Experience


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.


Certificates, 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.


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 company match.


#Avantax