Senior Wealth Advisor - Wealth Advisory - Orlando, FL

CliftonLarsonAllen; Pembroke Pines (FL); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Orlando, FL. This pivotal role involves serving as a relationship manager, providing comprehensive financial advisory services tailored to clients' needs. With a focus on financial planning, tax management, and investment strategies, the ideal candidate will leverage their extensive experience to enhance client relationships and deliver exceptional value. Join a firm that values diverse perspectives and is dedicated to creating opportunities for clients and communities alike. If you are passionate about financial advisory and ready to make a significant impact, this opportunity is perfect for you.

Qualifications

• 8+ years of experience in financial services with strong client management skills.
• Bachelor's degree in Accounting, Finance, or related field required.

Responsibilities

• Gather data and oversee financial planning processes for clients.
• Manage existing and new client relationships effectively.

Skills

Financial Planning

Client Relationship Management

Tax Knowledge

Investment Knowledge

Insurance Planning

Estate Planning

Retirement Planning

Communication Skills

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Microsoft Office

Adobe

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Senior Wealth Advisor to work in our Orlando, FL office.

The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.

Essential Job Functions

• Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
• Client Support: Manage existing & new referral relationships.
• Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Requirements:

Experience:

Minimum of EIGHT (8) years of progressively responsible financial services experience.

Education:

Bachelor’s degree in Accounting, Finance, or a related field.

Certifications/Licenses:

FINRA Series 65 or 66 Required.

Existing Transferrable Book of Business Preferred.

CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.