Wealth Advisor — Strategy, Clients & Growth Impact

CliftonLarsonAllen Wealth Advisors, LLC; Atlanta (GA); Hybrid; USD 72,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is hiring four wealth advisors to work with our existing clients from offices in Atlanta, Denver, Minneapolis, or Orlando. This role focuses on client service, portfolio reviews, and financial planning to help clients steward their assets and achieve loyalty through excellent service.

Requirements include three years as a financial advisor for individuals, a Bachelor’s degree in accounting/finance or related field, and an active Series 65 or 66 license.

Qualifications

• Experience: Three years of experience as a financial advisor serving individual clients.
• Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor’s degree in accounting, finance, or a related field preferred.
• Certifications / Licenses: Active Series 65 or 66 securities license required.

Responsibilities

• Client service: Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies.
• Practice management: Oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution; supply clients with information related to day-to-day transactions and status of plans.

Skills

Client service

Portfolio reviews

Education

Bachelor's degree in accounting, finance, or related field

Active Series 65 or 66 securities license

Job description

CLA is hiring four wealth advisors to work with our existing clients from offices in Atlanta, Denver, Minneapolis, or Orlando. This role focuses on client service, portfolio reviews, and financial planning to help clients steward their assets and achieve loyalty through excellent service.

Requirements include three years as a financial advisor for individuals, a Bachelor’s degree in accounting/finance or related field, and an active Series 65 or 66 license.