Wealth Advisor - Wealth Advisory - Livingston, NJ

CliftonLarsonAllen; New York (NJ, NY); 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 providing comprehensive financial services and support to clients, ensuring their financial plans align with their goals. The ideal candidate will have a strong background in financial planning, investment strategies, and client management. With a commitment to fostering a diverse culture, this firm offers a collaborative environment where you can thrive. Join a team dedicated to creating opportunities and making a meaningful impact in the financial landscape.

Benefits

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Qualifications

• 5-7 years of financial services experience required.
• Active series 65 or 66 securities license is mandatory.

Responsibilities

• Advise clients on investment strategies and financial planning.
• Support Senior Wealth Advisors in managing client relationships.

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Tax Planning

Estate Planning

Retirement Planning

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Relevant Experience

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 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.

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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.