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Financial Planning Consultant (Required: 7/66 or 65/63 combo) (Houston,TX - Hybrid)

life insurance, paid holidays, sick time, tuition reimbursement, 401(k)
United States, Texas
March 23, 2023

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 a Financial Planning Consultant (FPC) that will serve as an account manager and as a relationship manager for CPAs affiliated with Avantax Planning Partners. The (FPC) will also act as a liaison between Avantax Planning Partners and CPA clients to facilitate successful financial service practices for all Avantax Planning Partners clients, thus procuring business for Avantax Planning Partners, including gathering assets and selling insurance.

Essential Duties & Responsibilities

Essential job duties for this position include the following items. Other duties must be performed as assigned or required.

  • Facilitate the development of a strategic plan for marketing and development of financial services business for CPA client firms in a timely and accurate manner.

  • Train CPAs in financial service areas, including Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.

  • Develop plans with CPAs to identify and contact prospective clients and set up and attend meetings with clients and CPAs.

  • Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.

  • Coordinate paperwork development for recommended implementation vehicles.

  • Meet with clients and CPAs as needed to present proposed solutions and complete paperwork and follow through on processes.

  • Ensure CPAs provide timely and accurate follow-up with clients.

  • 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, may provide financial plans and products 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 (FPC) 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 65/63 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.


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 , or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

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