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Client Development Specialist

Company: Avantax Planning Partners
Location: Dubuque
Posted on: January 12, 2022

Job Description:

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 daily 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 you!
Position Summary
Avantax Planning Partners, a subsidiary of Blucora and sister company to Avantax Wealth Management and TaxAct is seeking a Client Development Specialist to develop and communicate strategies for CPA Affiliates to make client introductions to Avantax Planning Partners.
Essential Duties & Responsibilities

  • Conducts regular client development calls with CPAs.
  • Identifies and qualifies prospective clients.
  • Perform various research tasks about client development activity.
  • Tracks and reports client development activity in CRM, to supervisor, financial planning consultants, CPA firm leadership, and other APP leaders.
  • Communicate strategies and ideas for successful introductions to the APP/CPA partnership.
  • Manages and directs CPA expectations and understanding of the business development process.
  • Develops financial plans with CPAs and offers guidance.
  • Performs other duties as assigned.
  • Works toward continuous quality improvements and service.
  • Uphold, support, and promote all company policies and procedures.
    Education & Experience
    • Bachelor's degree (B.A.) or equivalent from a four-year college or university, and at least two years related wealth management experience and/or training required.
    • Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
      Certificates, Licenses, or Registrations:
      • Series 65 and state insurance license, preferred.
      • CFP preferred.
        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 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 contributions.
          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 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.

Keywords: Avantax Planning Partners, Dubuque , Client Development Specialist, Other , Dubuque, Iowa

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