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Cetera Financial Group · 1 day ago

Financial Planning Consultant, Tax Channel (Grand Rapids | Kalamazoo, MI preferred)

Grand Rapids, MI

Full-time

Onsite

Entry, Mid Level

$90K/yr - $110K/yr

2+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Financial Planning Consultant will service a book of business, grow client relationships, and collaborate with CPAs to provide tailored financial solutions.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Build and maintain deep relationships and rapport with affiliate CPA firms

Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc

Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients

Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions

Coordinate paperwork with the support of the Financial Service Assistant to open new accounts

Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes

Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner

Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products

Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management

Provide analysis to company CPAs on investment, insurance, and annuity products as needed

Provide effective communication of financial concepts to clients and make recommendations

Maintain knowledge of industry developments and changes

Conduct workshops for clients as prospecting and servicing tools

Work toward continuous quality improvement

Stay current with changing technology, including software and financial programs

Uphold, support, and promote all company policies and procedures

Qualification

Financial PlanningTax-Smart StrategiesRetirement PlanningFINRA Series 7/66CFP certificationInsurance licensesMS ExcelFinancial planning softwareContinuous improvementCommunication skillsRelationship building

Required

Bachelor's degree (B.A.) from a four-year college or university

Minimum of two years of related experience and/or training

Experience with MS Excel and Word, and the internet, required

Required: FINRA Series 7/66, or 63/65 combo

Completion of ongoing Continuing Education credits is required

A valid Driver's License is required

Preferred

Experience with a financial planning software program(s) preferred

Preferred: CFP certification

Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states

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+ 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.