Find Wealth Management Growth Consultant (Required: FINRA Series 7 & 63) Full time Job in Dallas, Texas, United States | Snaprecruit

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Wealth Management Growth Consultant (Required: FINRA Series 7 & 63)

  • ... Dallas, Texas, United States
  • ... Full time
  • ... Salary: 97000 per year
  • Posted on: Feb 05, 2024       Expires on: Mar 21, 2024

Wealth Management Growth Consultant (Required: FINRA Series 7 & 63)   

JOB TITLE:

Wealth Management Growth Consultant (Required: FINRA Series 7 & 63)

JOB TYPE:

Full-time

JOB LOCATION:

Dallas Texas United States

JOB 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 is seeking a Wealth Management Growth Consultant who will be a business partner to the Regional Director of the assigned region and will be responsible for building deep relationships with Avantax firms and financial professionals by consistently executing a segmented and intentional engagement model that includes 1:1 firm interaction and highly tailored consulting and communications that can be virtual as well as face-to-face through Growth Through Community and Rise to Elite meetings, as well as local conferences.
As a conduit to resources, regional partners, and internal and external teams, they will educate and provide timely insights, data, client acquisition ideas, and opportunities to develop for firms to create momentum and the next steps Their focus will include delivering quality connections to build and improve firm and advisor sentiment, support retention, and help identify, qualify, and drive tax-intelligent wealth management and planning opportunities for the sale funnel.
They will support firms' priorities/goals and initiatives around practice development, expansion, transition, or transformation.
This consulting professional will drive regional NNA and revenue growth through pipeline creation and management that is influenced by strong discovery, profiling, and firm assessment/SWOT, leveraging tools, best practices, goal setting, business plans, FP dashboard action items, and relevant and timely ideas and information in business-critical areas including practice management, investment strategies, and scale/process/efficiencies, marketing, client engagement, strategic partnerships, and succession/continuity planning.
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 accommodations may be made to enable individuals with disabilities to perform essential functions, including local or regional travel where appropriate.
Duties may include but are not limited to:
Client engagement:
  • Responsible for driving revenue, Net New Assets, and retirement plan growth within the assigned territory.
  • Increasing advisor retention and improving firm sentiment within the assigned territory.
  • Travel to main Avantax conferences and flexibility to meet assigned firms/FPs in their markets (~5-10% travel) based on strategic plan priorities.
  • Foster strong relationships with 70-100 affiliated firms in assigned regions as the face of Avantax.
  • Act as a business partner, consultant, and advocate, coach through regular, systematic communications including phone calls, emails, and face-to-face meetings at the firm, Growth through Community meetings, Rise to Elite sessions, or our events.
  • Assist advisors in growing their business through firm discovery, FP goal setting/priorities, highlighting sales ideas, and best practices, identifying client opportunities, and engaging case design teams, third-party providers, and subject matter experts.
  • Assess, inform, and present best practices & solutions to firms and support action plans, introductions to internal/external resources, and increase referrals to advance cases.
  • Advance industry education/and working knowledge of products and services of all educational partners, and the Avantax advisory platform, and solutions will best serve clients and prospects.
  • Connect and foster relationships with Advisors and Educational Partners to support practice development, and collaboration on ideas that help identify new opportunities, and develop cases, that drive planning and growth.
  • Complete thorough profiling of segmented firms in your region, including SWOT assessments, goal setting, priorities/plans, and support client acquisition strategies through pipeline calls.
  • Identify firms/FPs who are ideal candidates for Avantax’s Rise to Elite (RTE) Coaching Program and want to take their practices to the next level.
  • Encourage documented and defined business continuity and succession planning for assigned firms refer plan execution needs to the internal succession team, and collaborate on opportunities to introduce other Avantax FPs (elite or other firms), the strategic partnership program, or Avantax Planning Partners.
Collaboration with internal teams:
  • Act as a partner and voice for the advisors when connecting ideas, questions, or opportunities with your region business partner, internal team members, and subject matter experts.
  • Participate in RTE sessions based on FPs enrolled from your region, and provide ongoing partnership and accountability with ideas, advanceable cases, and pipeline calls for all RET students who are financial professionals throughout the 12-week program.
  • Refer advisors to the appropriate product or solutions professional for pre-sale case analysis, plan design, presentations to clients or implementation, or service teams for operations and service resolution or escalation.
  • Highlight self-service and turnkey marketing materials, and educational opportunities through Marketing Mastermind sessions, and Avantax Mastermind virtual sessions groups to support firm client and prospect initiatives, engagement strategies, and communications plans.
  • Educate firms and advisors on new technology, system enhancements, webinars or training opportunities, advisory program enhancements, compliance or regulatory reminders, and teams or tools that can provide greater information or answer questions.
Leadership and teamwork:
  • Build strong relationships across the Growth Consulting team, with your region teammates, all Avantax business and product teams, elite business strategists, educational partners, and specialists by initiating and fostering collaboration.
  • Share best practices on business building and client acquisition ideas with advisors, and firms, through case studies at GTC Meetings, and internally and externally with other teams.
  • Participate in Planning and Growth Solutions (PGS) Weekly meetings.
  • Lead new ideas, educational or business-building initiatives, and projects that support NNA and revenue growth, sentiment improvement, and greater retention.
Education & Experience
  • 5+ years in a wealth management role.
  • FINRA 7 & 63 licenses are required.
  • State insurance licensing is preferred.
  • AIF, RMA, RICP, or CFP designation or similar preferred.
  • BS/BA in business, finance, economics, accounting, or related field a plus.
Required skills:
  • Proficiency in Microsoft Office; especially PowerPoint, Excel, and Word.
  • Tableau, Salesforce, and Envestnet experience/usage are a plus.
  • Demonstrated ability to be an integral team member on large-scale, projects, as well as organized and focused on individual and detailed initiatives, communications, and CRM responsibilities.
  • Highly energetic self-starter who brings ideas, solutions, accountability, and teamwork to the region.
  • A confident, convicted presenter who can connect with an audience (individual or group), influence, and create action, foster accountability, and develop and advance pipelines.
  • Ability to innovate, develop solutions to challenges, design and execute smart travel and quarterly region plans, drive results in a large footprint/across many firms, and influence leadership in a cross-functional, diverse environment.
  • Ability to meet designated business and sales goals of net new assets, revenue, firm retention, and positive sentiment/improving NPS scores.
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.
Base Salary Range:
$70,000 - $97,000 per year; Variable incentive compensation eligible.
The salary range shown is representative of what Avantax expects to pay for this job.
Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.
#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.

Position Details

POSTED:

Feb 05, 2024

EMPLOYMENT:

Full-time

SALARY:

97000 per year

SNAPRECRUIT ID:

S-1707482190-dc08768acd6e89bfa89babdd7e646c7b

LOCATION:

Texas United States

CITY:

Dallas

Job Origin:

jpick2

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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 Growth Consultant who will be a business partner to the Regional Director of the assigned region and will be responsible for building deep relationships with Avantax firms and financial professionals by consistently executing a segmented and intentional engagement model that includes 1:1 firm interaction and highly tailored consulting and communications that can be virtual as well as face-to-face through Growth Through Community and Rise to Elite meetings, as well as local conferences. As a conduit to resources, regional partners, and internal and external teams, they will educate and provide timely insights, data, client acquisition ideas, and opportunities to develop for firms to create momentum and the next steps Their focus will include delivering quality connections to build and improve firm and advisor sentiment, support retention, and help identify, qualify, and drive tax-intelligent wealth management and planning opportunities for the sale funnel. They will support firms' priorities/goals and initiatives around practice development, expansion, transition, or transformation. This consulting professional will drive regional NNA and revenue growth through pipeline creation and management that is influenced by strong discovery, profiling, and firm assessment/SWOT, leveraging tools, best practices, goal setting, business plans, FP dashboard action items, and relevant and timely ideas and information in business-critical areas including practice management, investment strategies, and scale/process/efficiencies, marketing, client engagement, strategic partnerships, and succession/continuity planning.
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 accommodations may be made to enable individuals with disabilities to perform essential functions, including local or regional travel where appropriate.
Duties may include but are not limited to:
Client engagement:
  • Responsible for driving revenue, Net New Assets, and retirement plan growth within the assigned territory.
  • Increasing advisor retention and improving firm sentiment within the assigned territory.
  • Travel to main Avantax conferences and flexibility to meet assigned firms/FPs in their markets (~5-10% travel) based on strategic plan priorities.
  • Foster strong relationships with 70-100 affiliated firms in assigned regions as the face of Avantax.
  • Act as a business partner, consultant, and advocate, coach through regular, systematic communications including phone calls, emails, and face-to-face meetings at the firm, Growth through Community meetings, Rise to Elite sessions, or our events.
  • Assist advisors in growing their business through firm discovery, FP goal setting/priorities, highlighting sales ideas, and best practices, identifying client opportunities, and engaging case design teams, third-party providers, and subject matter experts.
  • Assess, inform, and present best practices & solutions to firms and support action plans, introductions to internal/external resources, and increase referrals to advance cases.
  • Advance industry education/and working knowledge of products and services of all educational partners, and the Avantax advisory platform, and solutions will best serve clients and prospects.
  • Connect and foster relationships with Advisors and Educational Partners to support practice development, and collaboration on ideas that help identify new opportunities, and develop cases, that drive planning and growth.
  • Complete thorough profiling of segmented firms in your region, including SWOT assessments, goal setting, priorities/plans, and support client acquisition strategies through pipeline calls.
  • Identify firms/FPs who are ideal candidates for Avantax’s Rise to Elite (RTE) Coaching Program and want to take their practices to the next level.
  • Encourage documented and defined business continuity and succession planning for assigned firms refer plan execution needs to the internal succession team, and collaborate on opportunities to introduce other Avantax FPs (elite or other firms), the strategic partnership program, or Avantax Planning Partners.
Collaboration with internal teams:
  • Act as a partner and voice for the advisors when connecting ideas, questions, or opportunities with your region business partner, internal team members, and subject matter experts.
  • Participate in RTE sessions based on FPs enrolled from your region, and provide ongoing partnership and accountability with ideas, advanceable cases, and pipeline calls for all RET students who are financial professionals throughout the 12-week program.
  • Refer advisors to the appropriate product or solutions professional for pre-sale case analysis, plan design, presentations to clients or implementation, or service teams for operations and service resolution or escalation.
  • Highlight self-service and turnkey marketing materials, and educational opportunities through Marketing Mastermind sessions, and Avantax Mastermind virtual sessions groups to support firm client and prospect initiatives, engagement strategies, and communications plans.
  • Educate firms and advisors on new technology, system enhancements, webinars or training opportunities, advisory program enhancements, compliance or regulatory reminders, and teams or tools that can provide greater information or answer questions.
Leadership and teamwork:
  • Build strong relationships across the Growth Consulting team, with your region teammates, all Avantax business and product teams, elite business strategists, educational partners, and specialists by initiating and fostering collaboration.
  • Share best practices on business building and client acquisition ideas with advisors, and firms, through case studies at GTC Meetings, and internally and externally with other teams.
  • Participate in Planning and Growth Solutions (PGS) Weekly meetings.
  • Lead new ideas, educational or business-building initiatives, and projects that support NNA and revenue growth, sentiment improvement, and greater retention.
Education & Experience
  • 5+ years in a wealth management role.
  • FINRA 7 & 63 licenses are required.
  • State insurance licensing is preferred.
  • AIF, RMA, RICP, or CFP designation or similar preferred.
  • BS/BA in business, finance, economics, accounting, or related field a plus.
Required skills:
  • Proficiency in Microsoft Office; especially PowerPoint, Excel, and Word.
  • Tableau, Salesforce, and Envestnet experience/usage are a plus.
  • Demonstrated ability to be an integral team member on large-scale, projects, as well as organized and focused on individual and detailed initiatives, communications, and CRM responsibilities.
  • Highly energetic self-starter who brings ideas, solutions, accountability, and teamwork to the region.
  • A confident, convicted presenter who can connect with an audience (individual or group), influence, and create action, foster accountability, and develop and advance pipelines.
  • Ability to innovate, develop solutions to challenges, design and execute smart travel and quarterly region plans, drive results in a large footprint/across many firms, and influence leadership in a cross-functional, diverse environment.
  • Ability to meet designated business and sales goals of net new assets, revenue, firm retention, and positive sentiment/improving NPS scores.
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.
Base Salary Range:
$70,000 - $97,000 per year; Variable incentive compensation eligible.
The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.
#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.

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