Avantax Wealth Management Overview

  • www.avantax.com
  • Dallas, TX
  • 1001 to 5000 Employees
  • 1983
  • Subsidiary or Business Segment
  • Investment & Asset Management
  • $500 million to $1 billion (USD)

Avantax Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even ...
Mission: To be the leader serving a community of CPAs, tax professionals, and tax-focused financial professionals by providing clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning.

Company Updates

July 28, 2021
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Avantax team members at the 2021 AICPA Engage Conference in Las Vegas, NV.
Shared image - Avantax Wealth Management℠ | LinkedIn
Avantax Wealth Management℠ | LinkedIn
www.linkedin.com
June 25, 2021
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Avantax National Conference 2021 - Dallas, TX
Shared image - Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas
Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas
www.globenewswire.com

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Avantax Wealth Management Reviews

4.0
86%
Recommend to a Friend
84%
Approve of CEO
Todd Mackay
Todd Mackay
29 Ratings
Featured Review
5.0
Current Employee, more than 3 years
Recommends
Positive Outlook
Approves of CEO

Pros

Great balance for work/life, collaborative culture, sense of community and belonging even in a remote work environment.

Cons

There aren't really any specific to AWM. The industry as a whole is growing and changing making all aspects of the industry feel somewhat chaotic at times.

Advice to Management

Keep doing what you're doing. Keep the faith in your employees. Continue to let the workforce know they are valued and appreciated.
See All 49 Reviews

Diversity & Inclusion at Avantax Wealth Management

4.1
(37 Reviews)

Diversity & Inclusion FAQs

All answers shown come directly from Avantax Wealth Management Reviews and are not edited or altered.

How is diversity at Avantax Wealth Management?

...There are not any real cons that worth highlighting, though I believe the company is working hard on improving diversity, which is something that is not perfect at the moment....Read More

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Avantax Wealth Management Photos

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Avantax Wealth Management Interviews

Experience
Positive100%
Getting an Interview
Applied online100%
Difficulty
1.7
Average
HardAverageEasy

  1. Financial Advisor Interview

    Anonymous Employee in United States
    No Offer
    Positive Experience
    Easy Interview
    Application

    I applied online. The process took 3 weeks. I interviewed at Avantax Wealth Management (United States) in Oct 2021

    Interview

    Very laid back interview process. More of a get to know you, than a formal interview. Sounds like a great place to work based on reviews, looking forward to moving forward.
    Interview

    Mostly discussed levels of experience and defined the role.

    Answer Question

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Avantax Wealth Management Awards & Accolades

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Avantax Wealth Management FAQ

(30 Questions)

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What are perks and other benefits like at Avantax Wealth Management?

...On a corporate side, they offer competitive benefits and flexible schedules....

April 7, 2021

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