- 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.
- 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.
- Series 7/66 or 63/65 combo.
- Life/health insurance license.
- Valid driver's license.
- 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.
Associate Financial Planning Consultant - Indianapolis, United States - Avantax Wealth Management
Description
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 Planning Partners is seeking an Associate Financial Planning Consultant that 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.
Essential Duties & Responsibilities
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
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 PartnersSM 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 , or by calling to speak with a member of the HR Talent Acquisition team.