Wealth Management Consultant II - Advanced Case Solutions (Required: Series 7 & 63)

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Wealth Management Consultant II - Advanced Case Solutions who will be responsible for collaborating with Avantax Advisors to provide specific sales support, case planning, and solutions to meet the end client's financial service needs. The WMC will also be responsible for driving case implementations to achieve measurable growth in the firm's AUM and revenues and will collaborate with other Avantax teams to provide solutions in all facets of financial planning and assist advisors in the implementation of these solutions.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Duties may include but are not limited to:

Advisor Engagement:

• Connect and foster relationships with Advisors and Educational Partners to drive revenue growth for the company and our partner firms.

• Help advisors in the growth of their business by analyzing client cases and developing recommendations and investment strategies.

• Maintain working knowledge and expertise on the products and platforms offered by Avantax Wealth Management.

• Strong working knowledge of investments, insurance, annuities, retirement plans, and full financial planning engagements.

Collaboration with Internal Teams:

• Refer advisors to the appropriate Avantax Enterprise Growth professionals for execution support.

• Follow up with internal team members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly tracked and shared internally.

• Monitor work to ensure compliance with goals and standards.

Leadership and Teamwork:

• Build strong relationships with teammates, business partners, and specialists by fostering collaboration.

Education & Experience

• 5+ years in a wealth management role.

• FINRA 7 & 63 licenses are required.

• CFP designation or similar preferred.

• Additional securities licenses and designations may be required depending on the role.

• BS/BA in business, finance, economics, accounting, or a related field.

• Experience with financial planning software and investment analysis.

Required Skills:

• Expert in Microsoft Office; especially PowerPoint, and Excel.

• Demonstrated ability to be an integral team member on large-scale, complex projects.

• Highly energetic self-starter.

• Ability to prioritize alternative solutions, drive results, and influence senior leaders in a cross-functional, diverse environment.

• Ability to meet designated business and sales goals of assets, revenue, profitability, and client satisfaction.

Physical Demand & Work Effort

• Keying/typing, standing, walking.

• Sitting for an extended period.

• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.

• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.

• Compliance with company attendance standards.

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

At Avantax, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.