Associate Financial Planning Consultant

Cetera Financial Group•Dallas, TX

2h•$65,000 - $85,000

About The Position

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience.

Requirements

Bachelor’s degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
Required: Series 7/66, or 63/65 combo.
Valid driver’s license.

Nice To Haves

Life/health insurance license.

Responsibilities

Provide clients with excellent experience and facilitate client retention by building strong relationships.
Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up
Effectively communicate financial concepts to clients and make suitable recommendations.
Assist lead advisors in monitoring portfolio investments.
Assist or conduct client meetings with the lead FPC.
Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.
Responsible for assigned household relationships and delivering client service expectations.
Updates CRM (Client Relationship Management) database with client meeting notes and activity.
Performs various research tasks pertaining to client or advisor requests.
Performs other duties as assigned by lead FPC.
Maintain knowledge of industry developments and changes.
Work toward continuous quality improvement.
Stay current with changing technology, including software programs.
Strongly protects and promotes the philosophy of the company.
Other job duties as defined.