Wealth Advisor – Holistic Planning & Client Growth

CLA (CliftonLarsonAllen); Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k

Wellness programs

Job summary

CLA (CliftonLarsonAllen) is seeking experienced wealth advisors in Atlanta or Orlando to provide holistic financial services to clients. Candidates must possess a Bachelor’s degree and three years of advisory experience, along with an active Series 65 or 66 securities license.

The role involves preparing portfolio reviews and advising clients on investment strategies, requiring strong collaboration and client management skills. CLA promotes a supportive culture emphasizing collaboration, career growth, and offers comprehensive benefits.

Qualifications

• Three years of experience as a financial advisor serving individual clients.
• Bachelor's degree required; combination of relevant experience may be accepted.
• Active Series 65 or 66 securities license required.

Responsibilities

• Prepare and present portfolio reviews, economic outlooks, and financial plans.
• Advise clients on investment strategies and client asset stewardship.
• Interact with partner areas for servicing requirements and problem-solving.

Skills

Financial planning

Investment strategies

Client relationship management

Education

Bachelor's degree in accounting, finance or related field

Job description

CLA (CliftonLarsonAllen) is seeking experienced wealth advisors in Atlanta or Orlando to provide holistic financial services to clients. Candidates must possess a Bachelor’s degree and three years of advisory experience, along with an active Series 65 or 66 securities license.

The role involves preparing portfolio reviews and advising clients on investment strategies, requiring strong collaboration and client management skills. CLA promotes a supportive culture emphasizing collaboration, career growth, and offers comprehensive benefits.