Search jobs > Boston, MA > Remote > Financial planning consultant

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - CA, ID, OR, WA)

Avantax Planning Partners
Boston, MA, United States
Remote
Full-time

Position Summary

Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP).

The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners.

The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.

The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence.

The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include :

  • Various Tax-Smart Strategies
  • Financial Planning
  • Retirement Planning
  • Insurance Options

Essential Duties & 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.

Education & Experience

To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.

  • 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.
  • Experience with a financial planning software program(s) preferred.

Certificates, Licenses, Registrations :

  • Required : FINRA Series 7 / 66, or 63 / 65 combo.
  • Preferred : CFP certification.
  • Preferred : Insurance licenses, including Life, Health, and Long-term Care in some states.
  • Completion of ongoing Continuing Education credits is required.
  • A valid Driver’s License is required.

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

5 days ago
Related jobs
Promoted
MITRE
Bedford, Massachusetts

MITRE recruits, employs, trains, compensates, and promotes regardless of age; ancestry; color; family medical or genetic information; gender identity and expression; marital, military, or veteran status; national and ethnic origin; physical or mental disability; political affiliation; pregnancy; rac...

Promoted
Ryder Smith Legal Search
Boston, Massachusetts
Remote

Ryder Smith Legal Search assists attorneys with searches across multiple practice areas in the major markets of both Northern and Southern California including the San Francisco Bay Area, Sacramento, Los Angeles, Orange County and San Diego. Our client, a very reputable law firm with a great culture...

Promoted
OneBridge Search
Boston, Massachusetts
Remote

Leading prominent firm is seeking a partner with 10+ years of Workers' Compensation Defense experience for their growing California offices in Los Angeles or Orange County. Fully Remote or Hybrid (Offices throughout CA). Admitted to practice in California. Superior analytical and problem-solving ski...

Promoted
Massachusetts Mutual Life Insurance Company (MassMutual)
Boston, Massachusetts

Proactive daily phone calls within your designated region to develop, maintain, and deepen relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff. Financial Advisors, Financial Planners, Financial Planning Directors, and Support St...

Promoted
Direct Hire
Boston, Massachusetts
Remote

Reports To: Clinical Director/Executive Director. Comply with Key Performance Indicators including timely clinical documentation, productivity, meeting attendance, community outreach hours, research and development/social justice initiatives, committee participation, and timely HR documentation. Sup...

Highmark Health
MA, Working at Home, Massachusetts
Remote

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientati...

Selective Insurance
MA null, US
Remote

Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2024 and certification as a Great Place to Work in 2024 for the fifth consecutive year. Selective is a m...

Ultimate Staffing
Boston, Massachusetts
Remote

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Monitor inventory levels to prevent shortages and optimize storage in company and external ...

SecureWorks US (1315)
Remote, Massachusetts, United States
Remote

All employment decisions at Secureworks are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orient...

Citizens
MA, United States

Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. You’ll create ama...