Wealth Advisor - Wealth Advisory - Denver

CLA (CliftonLarsonAllen)•Denver, CO

7d•Onsite

About The Position

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. This job is working in Denver CLA office. Summary 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.

Requirements

Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.
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
Series 65, 66 or equivalent REQUIRED

Responsibilities

Continually develop new opportunities in the marketplace.
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.
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.