Financial Planning Consultant, Tax Channel

Cnect

Financial Planning Consultant responsible for growing a business provided by Avantax Planning Partners. Focusing on building relationships with CPAs and servicing clients' financial needs.

Posted 6/22/2026full-timeGrand Rapids • Missouri • 🇺🇸 United StatesJuniorMid-Level💰 $110,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
Experience with a financial planning software program(s) preferred.
Required: FINRA Series 7/66, or 63/65 combo.
Preferred: CFP certification.
Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.
Completion of ongoing Continuing Education credits is required.
A valid Driver’s License is required.

Benefits

Comp & perks

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Recruitment
SaaS Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere. Financial Planning Consultant, Tax Channel Job not on LinkedIn 🔥 6 hours ago 🏢🏡 Grand Rapids – Hybrid 💵 $110k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
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.
Experience with a financial planning software program(s) preferred.
Required: FINRA Series 7/66, or 63/65 combo.
Preferred: CFP certification.
Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.
Completion of ongoing Continuing Education credits is required.
A valid Driver’s License is required. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment analysisclient relationship managementbusiness developmentinsurance product knowledgeinvestment policy statementsproactive communicationreportingquality improvementlead generation

Soft Skills

relationship buildinginfluencingeffective communicationorganizational skillspresentation skillsproblem-solvingteam collaborationclient serviceadaptabilitytime management

Certifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFP certificationLife insurance licenseHealth insurance licenseLong-term care insurance licenseContinuing Education creditsDriver's License