![Avantax Planning Partners](https://media.trabajo.org/img/noimg.jpg)
Financial Planning Consultant
3 weeks ago
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.
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.
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
-
Financial Planning Consultant
3 weeks ago
Des Moines, United States Avantax Planning Partners Full timeAvantax, 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....
-
Financial Planning and Tax Specialist
6 days ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeJob SummaryVision Financial Group, LLC is seeking a highly organized and detail-oriented individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have a strong understanding of tax planning and financial services, with excellent communication and relationship-building skills.Key ResponsibilitiesTax Preparation and Entry:Prepare...
-
Financial Solutions Consultant
2 weeks ago
Des Moines, Iowa, United States OneMain Financial Full timeAt OneMain Financial, our Financial Solutions Consultants play a vital role in assisting clients – understanding their requirements and providing access to approachable, swift, and cost-effective financing for various life needs. The Financial Solutions Consultant will gain insights into the lending and servicing industry at OneMain, paving the way for...
-
Financial Consultant II
3 months ago
Des Moines, United States Principal Financial Group Full timeWhat You'll Do As a Financial Consultant II, you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things you'll do: Provide customers with information...
-
Financial Consultant II
2 months ago
Des Moines, United States Principal Financial Group Full timeWhat You'll Do: As a Financial Consultant II, you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things youll do: Provide customers with information...
-
Financial Planning Analyst Intern
21 hours ago
Des Moines, Iowa, United States The Principal Financial Group Full timeWe're seeking highly motivated individuals to join our Financial Analyst Internship Program at The Principal Financial Group! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and decision-making. You'll work closely with our experienced financial team to...
-
Financial Planning Analyst Intern
3 days ago
Des Moines, Iowa, United States The Principal Financial Group Full timeWe're seeking highly motivated individuals to join our Financial Analyst Internship Program at The Principal Financial Group! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and decision-making. Our internship program is designed to provide you with a...
-
Financial Planning Analyst
1 week ago
Des Moines, Iowa, United States OpenLoop Health Full timeJob OverviewOpenLoop Health is seeking a Financial Planning Analyst to contribute to our Finance Team. This position involves close collaboration with the CFO and the leadership team, as well as cross-departmental interactions. The Financial Planning Analyst will be integral to our financial strategy, providing essential analysis and support for...
-
Junior Financial Consultant
1 week ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeJob OverviewLocation Requirement: Must reside in Iowa.As a Financial Consultant at New York Life, you will engage with clients to deliver education, strategies, and products aimed at safeguarding their financial future while simultaneously advancing your own career. This role is centered around client relationships, allowing you to manage your own practice...
-
Junior Financial Consultant
2 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeJob OverviewLocation Requirement: Must reside in Iowa.As a Financial Consultant at New York Life, you will engage with clients to offer education, strategies, and products aimed at safeguarding their financial future while simultaneously building a fulfilling career. This role is client-focused, allowing you to manage your own practice with the backing of a...
-
Junior Financial Consultant
2 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timePosition OverviewLocation Requirement: Must reside in Iowa.As a Financial Consultant with New York Life, you will play a vital role in your clients' financial journeys by offering education, strategies, and products designed to safeguard their financial futures. This position allows you to manage your own practice while benefiting from the backing of a...
-
Accounting and Tax Consultant
3 months ago
Des Moines, United States Vision Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a high degree of...
-
Accounting and Tax Consultant
2 weeks ago
Des Moines, United States Vision Financial Group, LLC Full timeJob Type Full-time Description Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a high degree of professionalism...
-
Accounting and Tax Consultant
3 months ago
Des Moines, United States Vision Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a high degree of...
-
Tax Consultant
2 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timePosition OverviewVision Financial Group LLC, a comprehensive financial services firm, is on the lookout for a dedicated individual to join our team as a Tax Specialist. The ideal candidate will possess a keen interest in taxation, coupled with meticulous attention to detail and exceptional client service abilities. While prior experience in the financial...
-
Financial Planning Specialist
6 days ago
Des Moines, Iowa, United States LCS Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at LCS. As a key member of our Community Finance team, you will be responsible for providing financial oversight and analysis to support the growth and success of our communities.Key ResponsibilitiesFinancial Analysis: Prepare and analyze financial reports, forecasts, and...
-
Financial Planning Specialist
6 days ago
Des Moines, Iowa, United States Mercer Advisors Full timeJob Summary:Mercer Advisors is a leading wealth management firm that provides comprehensive financial planning services to individuals and families. We are seeking a highly skilled and detail-oriented Financial Planner II to join our team.Key Responsibilities:Prepare comprehensive financial plans for clients, including investment analysis, retirement...
-
JD Edwards Financial Consultant
3 weeks ago
Des Moines, United States Stellar Professionals Full timeJob DescriptionJob DescriptionTitle: JD Edwards Financial ConsultantWork Arrangement: OnsiteJob Description:We are looking to fill a Long-term Contract role as JD Edwards Financial Consultant in Des Moines, IAMode of Interview: In person SummaryThe selected person will be working with finance module JD Edwards E1 subject manager expert. They will support and...
-
Wealth Management Consultant
2 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timePosition OverviewVision Financial Group LLC is in search of a qualified and licensed financial consultant to take on the role of Co-Advisor. This individual should be personable and organized, capable of managing an established client portfolio while having the potential to expand their clientele. The position provides a base salary along with opportunities...
-
Financial Planning Analysis Analyst
4 days ago
West Des Moines, United States UnityPoint Health Full timeOverview Financial Analyst position assists with financial planning and budgeting processes to create plans and analyzes financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization. This position is responsible to help improve financial and operational...