Advisory Sales Specialist II (Required: Series 7,66 or 63/65 combo)

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 is seeking an Advisory Sales Specialist II who will act as a product sales specialist and supports Advisors with the Advisory platform. The Advisory Sales Specialist II will develop partnerships with financial advisors, managing a pipeline of cases to drive Advisory net flows. The Advisory Sales Specialist II is responsible for developing and implementing a business plan and sales strategy to ensure the achievement of goals.

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.

• Must maintain expert knowledge of the solutions available through the Avantax IMS Advisory Platform.
• Proactively engage with advisors by making outbound phone calls to motivate new business and drive Advisory sales.
• Consult with advisors on new client cases.
• Maintain sales pipeline and drive cases through to close.
• Respond to inbound Product and Sales calls.
• Embrace continuous learning, including regulations, and guides advisors and internal partners by explaining trends and developments in their area of expertise.
• Monitor work to ensure compliance with departmental goals and standards.
• Support special projects when necessary.
• Other job duties as defined.

Education & Experience

• BS/BA in a business-related field preferred.
• FINRA Series 7, 66, or 63/65 combo is required.
• CFP® is preferred.
• 3-5 years of applicable sales experience.
• 1-3 years of experience in a professional role, working with Financial Advisors.
• Ability to work individually and also within a team.
• Strong time management and organizational skills.
• Excellent communication and presentation skills and the ability to articulate information in a way that advisors understand and adjust the message to the advisor you are supporting.

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.

Base Salary Range:

$60,000 - $84,000; Variable incentive compensation eligible.

The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.

#Avantax

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 [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.