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Internal Business Development Consultant - Advisor Recruiting

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 an Internal Business Development Consultant that will be responsible for supporting the Strategic Partnership Program with affiliated financial professionals within Avantax. The position requires the ability to accelerate the process of matching tax professionals with financial planners in a mutually beneficial relationship. There is also a focus on collaboration with the Growth Consultant teams to drive production with newly established Partnerships.

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 accommodation may be made to enable individuals with disabilities to perform essential functions.

  • Partner with Director to operationalize Strategic Alliance Program.

  • Prospecting - Including cold calling, lead nurturing, internal call inquiries, and lead qualification.

  • Use of CRM (Salesforce) to track lead movement and daily activities.

  • Provide Tech Demos via Zoom, tailored to advisor needs.

  • Develop skill set, knowledge base, and industry experience.

  • Must thrive in a fast-paced environment, be a self-starter, client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement.

Education & Experience

  • 1-2 years in a sales role; financial services experience preferred.

  • Bachelor's degree in Business, Finance, or related areas preferred.

  • Ability to communicate effectively with leadership and Regional Directors.

  • Collaborating with Director and Business Development team to assist in achieving sales targets.

  • Ability to quickly build rapport, primarily via phone-based communication.

  • Excellent verbal and written communication skills are required.

  • Exceptional organizational skills are required.

  • Comfortable with occasional travel.

  • SIE, Series 7/66 preferred.

  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook.

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.