We are looking for accomplished financial advisors with a strong track record of success and a passion for financial planning and wealth management to work inside Avantax affiliated tax and legal firms on a full time basis. The advisors we wish to recruit are entrepreneurial, experienced financial planners whose professionalism, competence and integrity complement the traditional services and high practice standards of CPA's and attorneys.
We have other locations in need of an accomplished financial advisor. Please inquire about other locations.
FINRA Series 7, 66; Insurance life/health license
A professional designations (CFA, CFP, CLU or ChFC) or willingness to obtain.
Minimum of 5 years of client facing experience
Experience providing a full range of financial planning solutions (fee-based, securities, insurance)
Investment philosophy in line with Avantax's philosophy
Professional image and consultative sales style
Additional Salary Information: Fees and Commissions
About Avantax Wealth Management
Our company was founded on the belief that a comprehensive, tax-inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions.
We changed the industry by lobbying for tax professionals to have the opportunity to offer financial services to their clients, and we continue to push for beneficial changes within the financial industry.
Ranked as one of the top 15 broker-dealer firms**, our commitment to our advisors is rooted in creating a foundation where they can provide ethical and effective investment and financial services to more Americans than ever before.