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Build a Career with Purpose

With Avantax, you can offer tax-smart financial planning strategies that deepen your relationships and help your clients plan a better future.

Build a Career with Purpose.

With Avantax, you can offer tax-smart financial planning strategies that deepen your relationships and help your clients plan a better future.

THE AVANTAX ADVANTAGE

24% OF OUR FINANCIAL PROFESSIONALS ARE WOMEN WHILE THE INDUSTRY AVERAGE IS 12%1

Join The Team That Understands What’s Important

At Avantax Wealth Management, we don’t just aim for higher numbers. Our focus is right where it should be — on you and the financial welfare of your clients. We find that when we do our job, the rest will fall into place.

No need to push products or set sales quotas.
Partner with the team that offers the flexibility to build your own practice, a unique culture of talented financial professionals and home office support and a community that’s behind you every step of the way.

We’ll provide the technology, training and support you need to help you make a substantial impact on the happiness and financial wellbeing of your clients. What could be more important than that?

Take the next step

Complete and submit the form below and we’ll send you more information about joining the Avantax family.

COMMUNITY Get The Support You Need To Help Build Your Ideal Practice.  At Avantax, you’ll never feel alone. From the day you join to the day you retire, you’ll have the help of coaches, a nationwide network of financial professionals and a home office team dedicated to helping you build your ideal practice.

Partner with us and join an independent network of approximately 4,000 diverse, passionate professionals supporting approximately $76 billion of total client assets.2

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DIVERSITY

We employ double the amount of female financial professionals compared to the average firm.1

24% of our Financial Professionals are women while the industry average is 12%1

Before any other firm was really focusing on the impact of taxes on investments, we pioneered tax-smart financial planning. Taking a different approach to wealth management is what defined us, and building on our capabilities with a diverse team of financial professionals and home office employees is what continues to make us one of the top firms in the industry.

BALANCE

A Balanced Portfolio for Clients. A Balanced Life for You.
Join the team that gives you the freedom to build your own practice, on your own terms. That means making your own schedule, choosing your own clients and creating your own work/life balance.

Our goal is to help you build a successful business, but never at the expense of a happy life at home. Why should our goal for your wellbeing be any different than your goals for your clients?

The Avantax Advantage

Avantax: The pioneer in tax-smart investing and wealth management

We help Financial Professionals provide valuable strategies to families, individuals and small businesses across the nation — all through a precise, tax-focused lens.
3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000

1Exhibit 3.06 Advisor Gender. Cerulli Associates, Meridian IQ, Investment Company Institute, Insured Retirement Institute, VARDS, Strategic Insight/SIMFUND, Investment News, Judy Diamond, Department of Labor, PLANSPONSOR, S&P Capital IQ MMD, Financial Planning, Financial Advisor Magazine, Investment Advisor Magazine, and Cerulli Associates, in partnership with the Investment Management Consultant Association, WealthManagement.com, and the Financial Planning Association® (FPA ®).

2As of September 2020, according to the BCOR third-quarter financials.

Copyright © 2021. All rights reserved. Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning PartnersSM.

Fidelity Institutional SM (“Fidelity”) is an independent company, unaffiliated with Avantax. Fidelity is a service provider to Avantax. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity  has not been involved with the preparation of the content supplied by Avantax and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950320.1.0