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Wealth Management Growth Consultant

2 months ago

Dallas, United States Avantax Planning Partners Full time

Position Summary


Avantax is seeking a Wealth Management Growth Consultant - Affiliate Growth who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach. Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.


Essential Duties & Responsibilities


The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.


Wealth Management Growth:


  • Be a driving force to execute the CPA firm’s wealth management strategic vision, business plans, growth, and retention strategies in conjunction with Director, Affiliate Development and Director, Financial Planning Consultants. Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans, and recommended growth strategies.
  • Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving Avantax best practices, identifying client opportunities, and coaching on client approach. Assess, diagnose, and present best practices & solutions to firms.
  • Responsible for firm growth including a number of CPA firm producers and firm penetration. Plays a critical role in achieving net new asset targets for assigned firms.
  • Share new ideas, educational or business-building initiatives, and projects that support NNA, inflows, new producers, firm sentiment improvement, and support greater retention.
  • Must have a high degree of accountability and be a self-motivated individual who can manage their time and prioritize their workload in a fast-paced working environment.


Client Development:


  • Identify and qualify prospective clients; coach CPAs on a discovery process and an initial wealth management approach for prospective clients. Be proactive, knowledgeable, creative, and confident in order to coach and motivate CPAs to uncover and secure new wealth management prospects and opportunities.
  • Drive firm adoption of the Avantax Planning Partners client development strategy and generate leads/opportunities from prospective clients.
  • Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients.
  • Hosts regular educational sessions on their own or with other Avantax partners to inform CPAs on broad wealth management/planning topics.
  • Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership, and other APP leaders.
  • Conduct regular communication with firm leaders on progress and accountability, holding CPA firm and Avantax accountable for results.
  • Drive adoption of marketing materials and campaigns to support firm client and prospect initiatives, engagement strategies, and communications plans.


Firm Sentiment:


  • Increase CPA firm retention and improve firm sentiment towards Avantax Planning Partners.
  • Foster strong relationships with assigned CPAs as the face of Avantax Planning Partners.
  • Proactively anticipate firm needs to provide solutions to drive change, and overcome challenges. Facilitate and communicate recommendations for resolution.
  • Act as a business partner, consultant, and coach through regular, systematic communications including client development sessions, leader-to-leader calls, emails, and ongoing, frequent communication.
  • Educate firms and advisors on new technology, system enhancements, webinars or training opportunities, compliance or regulatory reminders, and what teams or tools can provide greater information or answer questions.
  • Travel to CPA firm based on segmentation and engagement model (~20% travel).


Internal Collaboration:


  • Build strong relationships across all Avantax teams by fostering collaboration.
  • Act as a partner in connecting ideas, questions, or opportunities with internal team members and subject matter experts.
  • Responsible for project management and integrating Avantax resources to ensure timely deliverables to the CPA firm for project completion.


Education & Experience


  • Bachelor’s degree (B.A.) from a four-year college or university preferred.
  • At least 5 years of related financial services/planning experience and/or training.
  • Demonstrated financial management and budgeting skills with the ability to make sound business decisions based on data and statistics.
  • Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.


Certificates, Licenses or Registrations:


  • Series 65 and state insurance license, preferred.
  • CFP preferred.


Physical Demands & 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.


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