Blucora has a bold aspiration: we are committed to giving all
people the tools needed to lead healthy financial lives - tools
often reserved for the wealthy.
We now turn to the next leg, developing the technological tools
that make our vision of financial health for all a reality.
Atypical for the financial services industry, we take a
contemporary approach to strategy and product development that is
founded in user insights, rapid testing and a singular focus on
driving end-user value.
Since charting new territory on a daily basis is part of
everyone's job at Blucora, we've attracted team members who thrive
on the challenge, encourage each other, and are passionately
committed to the goal. If you agree that problem- solving is a team
sport, and feel energized by a good debate, deep dive research, or
a fun night out with colleagues, we might be the right firm for
Avantax Planning Partners, a subsidiary of Blucora and sister
company to Avantax Wealth Management and TaxAct is seeking a Senior
Brokerage Services Representative who will provide customer service
to broker-dealer clients and outside registered representatives in
a timely and accurate manner. This includes assisting with special
projects and backup support in the brokerage operation area as
needed. Performs other duties as assigned or required.
Essential Duties & Responsibilities
Provide brokerage investment services to all CPA affiliates and
Provide broker support and after-the-sale service to in-house
Perform support in sales and operations to outside registered
Perform the processing of applications/forms and
Coordinate the assignment of tasks for brokerage services
Perform statement preparation and variable annuity
Monitors Brokerage Statements.
Tracks Brokerage Transfers.
Oversee daily Pershing downloads.
Train new client services personnel.
Provide exceptional customer service to CPAs, FAs, clients,
vendors, and staff.
Works toward continuous quality improvements and service.
Stays current with changing technology, including software and
- Upholds, supports, and promotes all company policies and
Education & Experience
Associate's Degree or equivalent from two-year college or
technical school required.
Minimum of three years related experience (1 year for staff
level) with brokerage accounts and proficiency in brokerage account
Strong computer skills with MS Word, Excel, CRM Database,
PowerPoint, Email, and the Internet.
Excellent technical skills required. Certifications, Licenses,
- Preferred: FINRA Series 7 & 63.
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
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.
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
At Blucora, we believe our work benefits from the diverse
perspectives of our employees. As such, Blucora welcomes and
celebrates diversity and inclusion and is committed to equal
opportunity employment. At Blucora, you can expect a supportive,
open and inclusive atmosphere and a team that values your
Blucora, Inc. and its subsidiaries, Avantax Wealth Management,
Avantax Planning Partners (formerly HK Financial Services), and
TaxAct 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. Blucora, 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 an
accommodation due to a disability, you may contact us at
HR@Blucora.com or by calling 972-870-6000 to speak with a member of
the HR Talent Acquisition team.