Financial Planner - Required: CFP
Dallas, TX  / Dubuque, IA 
Posted 1 day ago
Job Description

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners and TaxAct, is seeking a Financial Planner who will serve an assigned high net worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client. This position will review each client's financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for developing and maintaining a comprehensive knowledge of the client's financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

  • Serve as the lead planner/project manager for an assigned client/prospect base.

  • Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.

  • Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.

  • Enter client data into financial planning software.

  • Analyze the data for planning opportunities and recommendations.

  • Develop and/or review and approve deliverables for client meetings, including (but not limited to):

  • Balance Sheet / Net Worth Statement.

  • Cash Flow Analysis (including social security recommendations).

  • Income Tax Analysis.

  • Other job duties as assigned.

Education & Experience

  • Bachelor's degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training required.

  • Four years of related experience and/or training are required.

  • Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and

  • Internet usage.

Certificates, Licenses, or Registrations:

  • The CFP is required.

  • One or more of the following is preferred: CPA, CFA, ChFC

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, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.


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

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct 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. Blucora 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 or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
2 to 4 years
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