Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta, Denver, or Orlando

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

Overview

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. We have more than 8,500 people, 130 U.S. locations, and a global reach, and 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 looking to hire four wealth advisors to work with our existing clients. This position is based in an CLA office in Atlanta or Orlando. Wealth advisors 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 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. Please do not apply if you do not have a securities license.

Compensation and Benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted 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.