- Be a driving force to execute the CPA firm's wealth management strategic vision, business plans, growth, and retention strategies in conjunction with Director, Affiliate Development and Director, Financial Planning Consultants. Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans, and recommended growth strategies.
- Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving Avantax best practices, identifying client opportunities, and coaching on client approach. Assess, diagnose, and present best practices & solutions to firms.
- Responsible for firm growth including a number of CPA firm producers and firm penetration. Plays a critical role in achieving net new asset targets for assigned firms.
- Share new ideas, educational or business-building initiatives, and projects that support NNA, inflows, new producers, firm sentiment improvement, and support greater retention.
- Must have a high degree of accountability and be a self-motivated individual who can manage their time and prioritize their workload in a fast-paced working environment.
- Identify and qualify prospective clients; coach CPAs on a discovery process and an initial wealth management approach for prospective clients. Be proactive, knowledgeable, creative, and confident in order to coach and motivate CPAs to uncover and secure new wealth management prospects and opportunities.
- Drive firm adoption of the Avantax Planning Partners client development strategy and generate leads/opportunities from prospective clients.
- Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm's clients.
- Hosts regular educational sessions on their own or with other Avantax partners to inform CPAs on broad wealth management/planning topics.
- Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership, and other APP leaders.
- Conduct regular communication with firm leaders on progress and accountability, holding CPA firm and Avantax accountable for results.
- Drive adoption of marketing materials and campaigns to support firm client and prospect initiatives, engagement strategies, and communications plans.
- Increase CPA firm retention and improve firm sentiment towards Avantax Planning Partners.
- Foster strong relationships with assigned CPAs as the face of Avantax Planning Partners.
- Proactively anticipate firm needs to provide solutions to drive change, and overcome challenges. Facilitate and communicate recommendations for resolution.
- Act as a business partner, consultant, and coach through regular, systematic communications including client development sessions, leader-to-leader calls, emails, and ongoing, frequent communication.
- Educate firms and advisors on new technology, system enhancements, webinars or training opportunities, compliance or regulatory reminders, and what teams or tools can provide greater information or answer questions.
- Travel to CPA firm based on segmentation and engagement model (~20% travel).
- Build strong relationships across all Avantax teams by fostering collaboration.
- Act as a partner in connecting ideas, questions, or opportunities with internal team members and subject matter experts.
- Responsible for project management and integrating Avantax resources to ensure timely deliverables to the CPA firm for project completion.
- Bachelor's degree (B.A.) from a four-year college or university preferred.
- At least 5 years of related financial services/planning experience and/or training.
- Demonstrated financial management and budgeting skills with the ability to make sound business decisions based on data and statistics.
- Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
- Series 65 and state insurance license, preferred.
- CFP preferred.
- 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.
-
Growth Consultant
2 weeks ago
Hilltop Securities Inc. Dallas, United StatesHilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securi ...
-
Clinical Research Recruiter
3 weeks ago
Actalent Dallas, United States Full timeClinical Research Recruiters needed near North Dallas, TX · Job Duties: · • Responsible for recruiting patients for study participation via incoming calls, cold calls and texting platform(s) · • Conducts phone screening interviews with potential panelists according to protocol-sp ...
-
Clinical Research Recruiter
3 weeks ago
Actalent Dallas, United States Full timeClinical Research Recruiters needed near Richardson, TX · Job Duties: · • Responsible for recruiting patients for study participation via incoming calls, cold calls and texting platform(s) · • Conducts phone screening interviews with potential panelists according to protocol-spec ...
-
Aem Architect
2 weeks ago
Beyondsoft Consulting Dallas, United StatesOverview: · **WHO WE ARE**: · Beyondsoft Consulting, Inc. is a leading technical solutions and consulting partner. We combine emerging technologies and proven methodologies to tailor elegant solutions that solve complex challenges and empower our customers to accelerate their bus ...
-
Experienced Financial Services
1 week ago
New York Life Dallas, United StatesWe're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance ...
-
Junior Account Manager:in
3 weeks ago
Omega Ventures Dallas, United States# Your tasks: · Development and implementation of marketing campaigns (inbound & outbound). Monitoring campaign performance, project management, and support for the consulting team. · # Your profile: · You are an ambitious marketer with first-hand experience in using online marke ...
-
Executive Recruiter
1 week ago
Synergy Management Group Dallas, United StatesThis is a remote position. · ** Please Note: This is a remote independent contractor recruiting engagement. · About Us: · Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consu ...
-
Synergy Management Group Dallas, United StatesThis is a remote position. · Synergy Management Group (SMG) ) is a consulting services startup that partners with institutional investors (private equity & venture capital), portfolio companies and growing businesses to evaluate, design, execute and maximize growth opportunities ...
-
Managing Director, Investment Banking
3 days ago
Synergy Management Group Dallas, United StatesThis is a remote position. · Synergy Management Group (SMG) ) is a consulting services startup that partners with institutional investors (private equity & venture capital), portfolio companies and growing businesses to evaluate, design, execute and maximize growth opportunities ...
-
Southwest Airlines Dallas, United States**Department**: SWA University · Our Company Promise · We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Abov ...
-
Chief of Staff
3 days ago
Galliant Care Dallas, United States**Join Us in Transforming Lives at Galliant** · **Overview**: · At Galliant, we believe in the power of compassion, innovation, and dedicated individuals coming together to make a real impact. Galliant provides ABA Therapy to children with Autism both in clinics and in-home throu ...
-
New Business Developer
3 days ago
M/A/R/C Research Dallas, United States*** · *** · **Responsibilities**:*** · - **Growth of the business through acquisition of new clients****: · - **Responsible for a high level of management and account planning.****: · - **Working in a collaborative way with both Account Managers and Methods Consultants.****: · - ...
-
Regional Vice President, Special Initiatives
4 days ago
United Surgical Partners International Dallas, United States**REPORTING TO: COO - USPI** · **LOCATION: Dallas, TX [preferred]** · - _________________________________________________________________ · **JOB DESCRIPTION**: · The Regional Vice President will support special initiatives and operating priorities set forth by USPI Chief Operati ...
-
Account Manager
5 days ago
Ross Recruiting & Leadership, LLC Dallas, United States· Join Our Client's Team as an Account Manager/Service Manager in Dallas, Texas · Our Client, a leading provider of IT staff augmentation solutions, is on the lookout for a dynamic Service Manager to bolster our team in Dallas, Texas. If you're passionate about delivering except ...
-
Service Manager
5 days ago
Ross Recruiting & Leadership, LLC Dallas, United States· Join Our Client's Team as a Service Manager in Dallas, Texas · Our Client, a leading provider of IT staff augmentation solutions, is on the lookout for a dynamic Service Manager to bolster our team in Dallas, Texas. If you're passionate about delivering exceptional IT services ...
-
DNV Dallas, United States**About us**: · We are the independent expert in assurance and risk management. Driven by our purpose, to safeguard life, property, and the environment, we empower our customers and their stakeholders with facts and reliable insights so that critical decisions can be made with co ...
-
Media Specialist
4 days ago
Dallas Independent School District Dallas, United StatesMedia Specialist (Grades: PreK-8) -(RTP · Description · **Purpose**: · - Provide the leadership under the direction of Library Media Services, to ensure that all students are effective users of ideas and information. Supervise and manage the school library/media center and progr ...
-
Hospice Care Consultant-Hiring for future growth
2 weeks ago
AccentCare Richardson, TX, United StatesOverview Find Your Passion and Purpose as a Hospice Care Consultant Reimagine Your Career in Hospice As a medical professional, you know that what you do impacts you as much as your patients and their families, and at AccentCare, we are united in our relentless drive to reimagine ...
-
Enterprise Account Executive
1 week ago
OSP Labs Irving, United StatesAs an **Enterprise Account Executive**, you will be part of a sales team organized around a key strategic market: Healthcare Technologies. · OSP Labs is looking for a high-energy individual to grow our business by selling Healthcare technical services, including but not limited t ...
-
Trainee lawyers/ research assistants
1 day ago
Nexus Enterprises Irving, United StatesFreshfields Job Description · Join our team and experience a job that is not only top-notch, but truly special. Start now in one of our German offices. · Your Profile:You have completed at least the First State Examination in Law with above-average success · You have excellent En ...
Affiliate Growth Consultant - Dallas, United States - Avantax Planning Partners
Description
Position Summary
Avantax is seeking an Affiliate Growth Consultant who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach. Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.
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.
Wealth Management Growth:
Client Development:
Firm Sentiment:
Internal Collaboration:
Education & Experience
Certificates, Licenses or Registrations:
Physical Demands & 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 the company.
#Avantax
Affiliate Growth Consultant professionals in Dallas
-
satyam shukla
Business Analyst
-
Henry Tran
Dynamic and results-driven professional