Relationship Manager - Preferred: Series 65 or QKA

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax Planning Partners is seeking a Relationship Manager - Retirement Plan Services who will be responsible for providing retirement plans with superior customer service. This individual will serve as the day-to-day contact for retirement plan clients and participants and will independently present at client and participant meetings which will require travel. This individual must have a strong knowledge of the 401(k) industry as a whole and will take on additional duties as assigned such as assisting with takeover plans, reporting, and presentation preparation.

Essential Duties & Responsibilities

• Serve as the main contact for client and participant retirement plan questions.
• Enhance client, CPA affiliate, and participant relationships as a strategic partner within Avantax Retirement Plan Services.
• Identify ancillary opportunities for personal planning and risk management in support of CPA affiliates and financial professionals.
• Perform proactive client communications to ensure they are receiving excellent service.
• Annually review plan and fees to determine profitability and competitiveness.
• Present Executive Summaries at annual client meetings, based on company direction.
• Attend and present at employee education meetings, as requested.
• Prepare materials for employee education meetings.
• Assist in RPS automation and technology initiatives.
• Maintain and develop processes and procedures.
• Complete ad hoc projects assigned by Management.
• Support team projects and drive service improvements for the RPS book of business.
• Provide support/backup on the conversion of takeover plans to the current recordkeeping system.
• Stay current with changing retirement plan rules and regulations, and attend training seminars, user groups, and workshops as deemed necessary.
• Work toward continuous quality improvement.
• Stay current with changing technology, including software and financial programs.
• Uphold, support, and promote all company policies and procedures.

Education & Experience

• Bachelor's degree or Associate's degree in a related field is preferred.
• 2+ years of retirement industry experience required.
• Knowledge of IRS and DOL regulations relating to qualified plans.
• Strong computer skills with MS Word, Excel, PowerPoint, and CRM Database.

Certificates, Licenses, Registrations:

• FINRA Series 65 licensing is preferred.
• Qualified 401(k) Administration (QKA) is preferred.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

Base Salary Range:

$70,000 - $106,000 per year; Variable incentive compensation eligible.

The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.