Financial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI pr at Avantax Planning Partners

Grand Rapids, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

110000.0

Posted On

22 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Tax-Smart Strategies, Retirement Planning, Investment Management, Insurance Sales, Relationship Management, Client Development, Financial Modeling, MS Excel, MS Word, Asset Management, Client Prospecting

Industry

Financial Services

Description

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 existing 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. Our primary locations we are targeting are: Grand Rapids, MI | Kalamazoo, MI | Muskegon, MI | Saline, MI | Detroit, MI | Ann Arbor, MI. 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. Compensation: The base salary of $110, 000.00 plus a competitive variable compensation plan. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, certifications and years and depth of experience in financial modeling & planning. Compensation ranges may differ in differing locations due to cost of labor consideration. #LI-Hybrid

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Responsibilities

The consultant will manage and grow a book of business by partnering with affiliate CPA firms to identify leads and provide financial solutions. Key duties include developing investment policy statements, presenting financial plans to clients, and managing assets under management.