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We work on large scale distributed systems, processing over 1 trillion events a day with a petabyte of RAM deployed in our Cassandra clusters - and this traffic is growing daily. Founder George Kurtz realized that a brand new approach was needed — one that combines the most advanced endpoint protection with expert intelligence to pinpoint the adversaries perpetrating the attacks, not just the malware.
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SERVICE ESSENTIAL FUNCTIONSServes as a hospital/post acute-based leader for comprehensive case management activities including assessing high-risk patients and leading team to identify at-risk patients, participating in daily Care Coordination rounds, and identifying and leading resolution to barriers of efficient patient throughput.
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Assist with all activities of daily living as needed (shaving, bathing, fingernail care, dressing, toileting, grooming, hair care, oral hygiene, etc. Under the general direction of the Supervisor-In-Charge, PCA's/ HHA's provide direct personal care and assistance to residents as needed.
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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.
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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.
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Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes. Required: FINRA Series 7/66, or 63/65 combo. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.
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Coordinate paperwork with the support of the Financial Service Assistant to open new accounts. Preferred: CFP certification. 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.
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Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
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Experience with MS Excel and Word, and the internet, required. Build and maintain deep relationships and rapport with affiliate CPA firms. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence.
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Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions. Stay current with changing technology, including software and financial programs. To perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily.
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Bachelors degree (B.A.) from a four-year college or university. Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance Options. Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
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Completion of ongoing Continuing Education credits is required. The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners.
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Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner. Conduct workshops for clients as prospecting and servicing tools. that will service a book of business provided by Avantax Planning Partners (APP.
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Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). Provide effective communication of financial concepts to clients and make recommendations.
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The requirements listed below are representative of the minimum knowledge, skills, and ability required. Experience with a financial planning software program(s) preferred. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
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