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Advanced Markets Investment Consultant

Company: Ameritas
Location: Lincoln
Posted on: July 22, 2021

Job Description:

Leverage expertise in investment products and tax planning to support field representatives in providing holistic solutions to high value customers.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

This position will act as a key specialist in the securities and investment space supporting the Agency & Advisor channel through our Advanced Markets team.  Utilize a keen grasp of income tax and associated strategies as they pertain to the investment space along with a strong grasp of estate and gift taxation.  Employ high level knowledge of financial planning, industry legislative updates, and regulatory trends to position field representatives with solutions tailored to unique client situations. 

While deep specialized knowledge will be required in this role, the ability to communicate and share that knowledge with the field partners will be the differentiator.  Build a partnership with the field which positions the Ameritas wealth management vision and helps to make it truly stand out among our peers and competitors.

What you do

* Respond to inquiries and requests from advisors who deal with affluent clients.  Ask questions to gain an understanding of the situation, and help to navigate the maze of taxes, regulations, and other considerations to unravel highly complex financial planning challenges.  * Position our investment products from a tax and planning perspective to stakeholders.  This will include internal stakeholders such as our broker dealer, but importantly stakeholders in the broader Agency & Advisor (A&A) Distribution channel. * Partner with other internal areas including Marketing, Legal, Compliance, and Retirement Plans, and Group as needed to bring a holistic and comprehensive view to the table. * Juggle multiple complex cases at a given time.  An ability to quickly shift from one client scenario to another will be critical to success. 

What you bring

* 7+ years of related taxation, financial planning, securities, or estate related experience required. * FINRA series 6 and 7 required. * FINRA 65 or 66 required. * FINRA 63 required. * Bachelor’s degree required.  LLM degree is desired. * FINRA series 24 and 26 are desired. * CPA would be desired but not required. * CFP (Certified Financial Planner) desired but not required.

What we offer

* Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. * Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. * We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. * A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. * Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Salary Range $92,406 to $147,850 

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Lincoln , Advanced Markets Investment Consultant, Other , Lincoln, Nebraska

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