Holistic Wealth Advisor: Client-Focused Financial Planning

CliftonLarsonAllen; Orlando (FL); On-site; USD 72,000 - 151,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Wellness program

Job summary

CLA is seeking wealth advisors to deliver comprehensive financial services to our clients across multiple offices, including Orlando. You will leverage strong knowledge in financial planning, investments, and estate planning to manage client relationships and deliver holistic planning.

Requirements include 3+ years as a financial advisor and a bachelor’s degree (accounting/finance preferred). Active Series 65 or 66 securities license is required.

Qualifications

• Three years of experience as a financial advisor serving individual clients.
• Bachelor's degree in accounting, finance, or related field preferred.
• Active Series 65 or 66 securities license required.

Responsibilities

• Prepare and present portfolio reviews, economic outlooks, and financial plans to clients.
• Advise clients on advantages and disadvantages of different investment strategies.
• Create, implement, and review plans to help clients act as stewards of assets and achieve loyalty.
• Interact with partner areas to determine servicing requirements and oversee daily client activity.
• Oversee transaction processing and respond to inquiries in a timely manner.

Skills

Financial advisory

Client service

Investments

Team collaboration

Education

Bachelor's degree in accounting or finance

Tools

Securities license (Series 65/66)

Job description

CLA is seeking wealth advisors to deliver comprehensive financial services to our clients across multiple offices, including Orlando. You will leverage strong knowledge in financial planning, investments, and estate planning to manage client relationships and deliver holistic planning.

Requirements include 3+ years as a financial advisor and a bachelor’s degree (accounting/finance preferred). Active Series 65 or 66 securities license is required.