Wealth Advisor - Wealth Advisory - Denver

CliftonLarsonAllen; Greenwood Village (CO); On-site; USD 79,000 - 141,000; Full time

Job summary

Join a top national professional services firm dedicated to creating opportunities for clients and communities. As an advisor, you will deliver holistic financial services, leveraging your expertise in financial planning and investments. Collaborate with a dynamic team to manage client relationships and provide exceptional service. This role offers a supportive culture that values diverse perspectives and prioritizes employee well-being through flexible PTO, wellness stipends, and comprehensive benefits. If you are passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.

Benefits

Flexible PTO

Paid Parental Leave

Mental Health Coverage

Quarterly Wellness Stipend

Fertility Benefits

Qualifications

• 3+ years of experience in financial services required.
• Bachelor's degree in Accounting or Finance preferred.

Responsibilities

• Prepare and present portfolio reviews and financial plans to clients.
• Interact with partner areas to determine servicing requirements.

Skills

Financial Planning

Investment Strategies

Client Relationship Management

Problem Solving

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

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 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 :

This role is for an advisor, who will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.

Essential Job Functions :

• 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. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
• Practice Management : Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between

meetings.

Requirements : Experience :

• Three years of related financial services experience.

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

This job is working in our CLA office.

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

The wage range for this position in Colorado is : $79,000 – $141,000.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

LI-MU1

Equal Opportunity Employer / AA Employer / Minorities / Women / Protected Veterans / Individuals with Disabilities.

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.