Wealth Advisor - Wealth Advisory - Livingston, NJ

CLA (CliftonLarsonAllen); Livingston (NJ); On-site; USD 80,000 - 143,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their growing team in Livingston, NJ. This role is pivotal in delivering comprehensive financial services, collaborating with Senior Wealth Advisors to create tailored financial plans. The ideal candidate will possess strong expertise in financial planning, investment strategies, and client relationship management. With a commitment to fostering diverse perspectives, the firm offers a supportive environment where you can thrive professionally and personally. If you're passionate about helping clients achieve financial success, this opportunity is perfect for you.

Benefits

Flexible PTO

Paid Parental Leave

Paid Volunteer Time Off

Mental Health Coverage

Quarterly Wellness Stipend

Fertility Benefits

Qualifications

• 5-7 years of financial services experience required.
• Bachelor's degree in accounting, finance, or related field preferred.
• Active series 65 or 66 securities license required.

Responsibilities

• Advise clients on investment strategies and financial planning.
• Provide day-to-day client support and manage client relationships.
• Prepare presentations for client meetings.

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Tax Planning

Estate Planning

Insurance Knowledge

Retirement Planning

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Job description

Wealth Advisor - Wealth Advisory - Livingston, NJ

Join to apply for the Wealth Advisor - Wealth Advisory - Livingston, NJ role at CLA (CliftonLarsonAllen)

Wealth Advisor - Wealth Advisory - Livingston, NJ

1 week ago Be among the first 25 applicants

Join to apply for the Wealth Advisor - Wealth Advisory - Livingston, NJ role at CLA (CliftonLarsonAllen)

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 seeking a wealth advisor to join our team in Livingston, NJ due to our continued growth.

This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.

Essential Job Functions

Financial Planning: 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.

Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.

Requirements

Experience:

5-7 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.

Please do not apply if you do not have a securities license.

This job is working in our CLA office.

Our Perks

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

The wage range for this position in New Jersey is: $80,300 – $143,000.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here to learn about your hiring rights.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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