Jobs at Avantax (Now Hiring) — 66 open — Page 4

Internal Communications Specialist

Dallas, Texas, United States · Hybrid

$70k–$85k/yr

Mid level

Cetera Financial Group (CFG) is seeking an Internal Communications Specialist who will focus on supporting internal communications and executing projects and activities. The Specialist will work collaboratively with the …

Skills: Internal Communications, Copywriting, Editing, Project Management, Critical Thinking

Compliance Analyst - Broker Dealer

Dallas, Texas, United States · Hybrid

$66k–$95k/yr

Mid level

The Broker Dealer (BD) Compliance team is responsible for helping ensure the Firm’s policies and procedures are followed regarding the products, processes, procedures, and services offered. Our core function is to guide …

Skills: Broker Dealer Compliance, Regulatory Analysis, Problem Resolution, Written Communication, Verbal Communication

AI Security Engineer

Dallas, Texas, United States · On-site

$86k–$116k/yr

Senior

At Cetera, our Information Security organization protects employees, advisors, and clients from evolving cyber threats across cloud, SaaS, and emerging AI-enabled technologies. As artificial intelligence capabilities exp…

Skills: Cloud Security, Application Security, AI/ML Security, DevSecOps, Threat Modeling

Microsoft Entra B2C CIAM Engineer

Dallas, Texas, United States · On-site

$151k–$191k/yr

Senior+

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as t…

Skills: Microsoft Entra B2C, CIAM, OIDC, OAuth 2.0, SAML

Senior Wealth Advisor - Hybrid(Grand Rapids | Kalamazoo, MI preferred)

Grand Rapids, Michigan, United States · Hybrid

Mid level

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consu…

Skills: Financial Planning, Tax-Smart Strategies, Retirement Planning, Investment Management, Insurance Sales

Senior Cash Management Product Manager

Dallas, Texas, United States · Hybrid

$140k–$180k/yr

Senior

The Senior Product Manager – Cash Management partners with the Head of Banking Solutions Product Area (who owns cash management strategy) to execute the cash management roadmap and deliver a competitive, compliant, and a…

Skills: Product Management, Cash Management, Vendor Management, Agile Methodology, Payment Systems

About Avantax

We deliver tax-intelligent wealth management solutions for Financial Professionals.

Industry
Financial Services
Company size
501-1,000 employees
Founded
1983
Headquarters
Dallas, Texas
LinkedIn followers
28,712

Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.

Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US

Financial Services
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