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Regional Director, Business Development

United States, Texas, Dallas
January 26, 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 Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners is seeking a Regional Director, Business Development that will be responsible for sourcing, assessing, interviewing, and selecting the highest and most qualified Transfer Advisors and Large Accounting Firms to become Registered Representatives (Advisors) for the entity. As a member of the Advisor calling/sourcing team, the selected candidate will work with the team and Management to gain an overall understanding of the respective markets, including our penetration and opportunity, and use this knowledge to develop qualified leads through effective channels of communication including, but not limited to direct mail and internet lead follow-up, cold calling, database searching, proactive networking, and strategic social media sourcing.

Essentials 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.

  • Develop strong relationships with prospects and business partners.

  • Source high-quality new Financial Advisor Associates to the entity, who are CPAs, EAs, Tax Professionals, and other Financial Advisors with existing books of business of $50M AUA or greater.

  • Source high-quality new Financial Advisor Associates to the entity, who are CPAs, EAs, and Tax Professionals who are part of large accounting firms with $1MM+ account revenue and have multiple partners within the organization.

  • Ability to source referrals from existing Advisors.

  • Development and implementation of entities sourcing strategies.

  • Interview and qualify Financial Advisor candidates for progression in the process.

  • Communicate the application, qualification, evaluation, and selection process to candidates.

  • Foster and grow relationships that develop into true partnerships.

  • Recommend strategies to improve Associate selection and retention.

  • Gather and disseminate competitive intelligence.

  • Support targeted diversity initiatives.

  • Contribute to the creation of standardized recruiting processes to improve recruiting efficiency.

  • Other job duties as defined.

Education & Experience

  • Bachelor's degree or equivalent experience.

  • Minimum 4 years of experience in sourcing/cold calling within the Financial Services industry. Experience with Private Wealth and/or recruiting Financial Advisors isstronglypreferred but not required.

  • A demonstrated track record of consistently meeting and/or exceeding performance expectations.

  • Superior verbal communication.

  • Self-starter, motivated by working in an incentive-based compensation structure.

  • Excellent organizational skills with a strong ability to exchange ideas and information with others across multi-site locations.

  • High attention to detail and willingness to take direction.

  • Strong interpersonal skills with the ability to foster strong relationships among the team, other associates within the firm, and candidates.

  • Ability to handle sensitive information and maintain necessary confidentiality.

  • Series 7/63 or 7/66 is strongly preferred but not 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, 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.