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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:
Essential Duties & Responsibilities
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.
Certificates, Licenses, Registrations:
Physical Demand & Work Effort
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
Full Time
$55k-71k (estimate)
06/14/2024
06/30/2024
The following is the career advancement route for Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) positions, which can be used as a reference in future career path planning. As a Financial Planning Consultant (Required: Series 7/66 or 63/65 combo), it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Consultant (Required: Series 7/66 or 63/65 combo). You can explore the career advancement for a Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) below and select your interested title to get hiring information.