Affiliate Growth Consultant

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Affiliate Growth Consultant driving wealth management services for CPA firms by guiding them to grow their wealth management business. Collaborating on strategic vision and best practices for financial planning.

Posted 6/1/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Be a driving force to execute CPA firm’s wealth management strategic vision, business plans, growth and retention strategies in conjunction with Affiliate Development Director and Territory Director.
Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans and recommended growth strategies.
Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving best practices, identifying client opportunities, coaching on client approach. Asses, diagnose and present best practices & solutions to firms.
Responsible for firm growth including number of CPA firm producers and firm penetration. Plays critical role in achieving net new asset targets for assigned firms.
Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients.
Hosts regular educational sessions on their own or with other partners to inform CPAs on broad wealth management/planning topics.
Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership and other leaders.
Conduct regular communication with firm leaders on progress and accountability, holding CPA firm accountable to results

Requirements

What you’ll need

At least 5 years related financial services/planning experience and/or training
Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
Build strong relationships across all teams by fostering collaboration.
Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts.
Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion.

Benefits

Comp & perks

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 plus 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial managementbudgetingwealth managementfinancial planningSWOT assessmentgoal settingbusiness strategiesclient approachproject managementdata analysis

Soft Skills

collaborationrelationship buildingcommunicationcoachingaccountabilitystrategic visionproblem solvingleadershipeducational facilitationdecision making