Financial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred)

Cetera • Grand Rapids, MI

2d • Hybrid

About The Position

Avantax, Inc. is seeking a Financial Planning Consultant to service a book of business provided by Avantax Planning Partners (APP). The role involves growing this book through leads and referrals from existing CPAs affiliated with Avantax Planning Partners. The consultant will partner with a Financial Service Assistant for operational support, enabling a focus on client financial needs. The primary goal is to generate business for Avantax Planning Partners by identifying prospects and collaborating with the Planning Team to guide clients toward financial independence. Target locations include Grand Rapids, Kalamazoo, Muskegon, Saline, Detroit, and Ann Arbor, MI.

Requirements

• 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.
• FINRA Series 7/66, or 63/65 combo.
• Completion of ongoing Continuing Education credits is required.
• A valid Driver’s License is required.

Nice To Haves

• Experience with a financial planning software program(s) preferred.
• CFP certification.
• Insurance licenses, including Life, Health, and Long-term Care in some states.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level