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Avantax
Get UpdatesDelivering tax-focused financial planning & wealth management solutions for Financial Professionals.
Why Athletes Thrive Here
Avantax started in 1983 with one CPA who noticed a growing need for clients to receive investment advice aligned with their tax situations. Today, Avantax has grown to support a network of independent financial and tax professionals, with over 3,000 Financial Professionals managing $92.8 billion in total client assets, as of Dec. 31, 2023. They are committed to hiring former athletes and fostering a culture where diversity is celebrated and equity is expected.
Selective recruitment of APi Group’s future leaders. LDP candidates spend a 7-week rotation at 7 different companies, learning the businesses, and completing meaningful projects. Candidates must be open to relocation.
Recruiting talented graduates from colleges, universities, and trade schools and placing them in 3-month long rotations at 3-5 companies to teach them the industry. We look for candidates with demonstrated leadership skills, strategic thinking, problem solving, and relationship building.
Urū Insights
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Avantax is an industry leader in women advisors
Avantax is making waves in the financial industry. They have the second-highest spot when it comes to having women as a percentage of producing representatives, boasting an impressive 24%. This achievement sets them apart from all other broker-dealers and is a testament to their commitment to diversity and inclusion.
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2023 Great Place to Work Award
In May of 2023, Avantax received its Great Place to Work certification. The certification is based on anonymous employee feedback, who rated Avantax highly in several key areas, including pride, camaraderie, and credibility.
Athlete Insider
What an athlete with knowledge of the company has to say.
"Our goal is to create that relationship with the client, to be that trusted coach for all things in their financial life."
Caroline Piehl
Financial Advisor
Portfolio Companies
Our
0
companies are growing and are looking to hire.
Avantax
Primary Industry
Financial Services
Company Size
500+
Founded
1984
Headquarters
Dallas, TX
Signals
Employee Wellness Programs
Value Driven
Remote Friendly
DE&I Initiatives
Actively Hiring
Baseball
Todd Mackay
President, Wealth Management
2
Baseball
Melissa Loner
Chief Compliance Officer
3
Louie Rosalez
SVP, Avantax Planning Partners
4
Laurie Stack
VP, Business Development and Head of the Avantax Women’s Advisor Forum
5
Baseball
Todd Mackay
President, Wealth Management
2
Melissa Loner
Chief Compliance Officer
3
Louie Rosalez
SVP, Avantax Planning Partners
4
Laurie Stack
VP, Business Development and Head of the Avantax Women’s Advisor Forum
5
Avantax
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How Avantax supports its employees
Laurie Stack
VP of Business Development
What is a Financial Advisor?
Caroline Piehl
Financial Advisor, Swimming
Path to Wealth Management
Mark Bloom
Financial Adviser, Soccer
Ability to make decisions quickly
Confident
Coachable
Results-oriented
Self-motivated
Communication
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Let Uru Sports do the work! Register, stay up-to-date on changes in the sports industry, up-skill and take control of your career path!
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Soccer
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