Affiliate Consultant

The AGC is a key role in delivering wealth management services to firms and driving results for CPA firms. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach.

Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.

• Be a driving force to execute CPA firm’s wealth management strategic vision, business plans, growth and retention strategies in conjunction with Affiliate Development Director and Territory Director.
• Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans and recommended growth strategies.
• Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving best practices, identifying client opportunities, coaching on client approach. Asses, diagnose and present best practices & solutions to firms.
• Responsible for firm growth including number of CPA firm producers and firm penetration. Plays critical role in achieving net new asset targets for assigned firms.
• Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients.
• Hosts regular educational sessions on their own or with other partners to inform CPAs on broad wealth management/planning topics.
• Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership and other leaders.

Conduct regular communication with firm leaders on progress and accountability, holding CPA firm accountable to results

• At least 5 years related financial services/planning experience and/or training
• Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• Build strong relationships across all teams by fostering collaboration.
• Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts.

Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion.

• Bachelor’s degree (B.A.) from four-year college or university preferred
• Series 65 and state insurance license, preferred
• CFP preferred

Travel to CPA firm based on segmentation and engagement model (20% travel).

The salary range for this role is from $65,000-$95,000 base, a competitive incentive-base bonus. 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 specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

About Us

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 plus 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…