Jobs at Avantax (Now Hiring) — 66 open

Regional Business Development Manager is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. This position supports the East region and must be located in one of the following states: AL, CT, DC, DE, FL, GA, MA, ME, MD, MS, NC, NH, NJ, NY, PA, PR, RI, SC, VA, VT, WV.

 

 

RESPONSIBILITIES 

• Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact. 
• Create a recruiting plan for your territory. 
• Accountable for meeting recruitment goals. 
• Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG. 
• Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor. 
• Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology. 
• Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure. 
• Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel. 
• Participate in outbound social media and call campaigns related to Business Development. 
• Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements. 

 

REQUIRED KNOWLEDGE, SKILLS & ABILITIES 

• Bachelor’s Degree 
• 5+ Years directly related work experience within financial services recruiting or sales 
• FINRA Series 7, 65 or 66 licenses 
• Proven negotiation skills and track record of creating compelling value propositions for prospective clients 
• Effective communication and presentation techniques 
• Working knowledge of Salesforce and Excel 
• Strong understanding of the sales process, pipeline management & metric achievement 
• Strong knowledge of the Financial Services industry 

 

Travel REQUIREMENTS 

Up to 50% 

 

COMPENSATION 

 

The Public Posting Range should be published on the posting if required by state/local law (Public Posting Salary Range will appear even if not required by law). The salary range for this role is $100,000 plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations. 

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• 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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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