Oracle Cloud ERP · 9 hours ago
Associate Financial Planning Consultant
Dallas, TX, United States
Full-time
Onsite
Entry Level
$65K/yr - $85K/yr
3+ years expAvantax, Inc. is a unique community within Cetera Holdings, seeking an Associate Financial Planning Consultant to work directly with Financial Planning Consultants. The role involves delivering exceptional client experiences, facilitating relationships, and assisting in the management of investment portfolios.
Information Technology & Services
Responsibilities
Provide clients with excellent experience and facilitate client retention by building strong relationships
Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up
Effectively communicate financial concepts to clients and make suitable recommendations
Assist lead advisors in monitoring portfolio investments
Assist or conduct client meetings with the lead FPC
Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly
Responsible for assigned household relationships and delivering client service expectations
Updates CRM (Client Relationship Management) database with client meeting notes and activity
Performs various research tasks pertaining to client or advisor requests
Performs other duties as assigned by lead FPC
Maintain knowledge of industry developments and changes
Work toward continuous quality improvement
Stay current with changing technology, including software programs
Strongly protects and promotes the philosophy of the company
Other job duties as defined
Qualification
Required
Bachelor's degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage
Required: Series 7/66, or 63/65 combo
Valid driver's license
Preferred
Life/health insurance license
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase